Financial Services Administrator
Farnham
£28-32k
Due to continued growth, our client now have a fantastic opportunity for an organised and competent IFA Administrator to join the administration team.
You will be working as part of a team supporting our IFA's to ensure we deliver an excellent service for our clients.
The role
On a day-to-day basis you can expect to be:
- Liaising with policy providers for policy details and obtaining policy illustrations.
- Processing new business applications, tracking to completion.
- Preparing documentation for client appointments and meetings
- Responding to email enquiries and liaising directly with clients.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.
You will need:
- At least a year's experience in a fast-paced financial services administration role
- Experience of Intelliflo is desirable but not essential.
- Good communication, literacy and numeracy skills with a high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Good working knowledge of Microsoft Word and Excel.
Benefits
- Company events
- Company pension
- Cycle to work scheme
- On-site parking - on a rota basis
- Referral programme