Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities?
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Senior Financial Services Administrator to provide support to the planning process and corporate team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, have an IFA support background and group risk understanding.
Duties for this role will include:
- Has specific responsibility for the delivery of our service to clients, which if not fulfilled may have a serious impact.
- When appropriate to this role, accompany Advisers to client meetings where required.
- Frequent contacts internally and externally; much of which require influencing skills to be used where appropriate
- Prepare templated Recommendation Reports for Advisers
- Deal with all daily queries raised by clients and colleagues.
- When appropriate to this role, accompany Advisers to client meetings where required.
You will have:
- Organised with the ability to multi-task.
- High level of accuracy and attention to detail.
- Experience in group risk administration
- Background within IFA support
- To comply with FCA requirements.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working is offered with this role, 3 days per week.
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