IFA Support Administrator Southampton Salary up to £30k, and competitive Benefits. Immediate start available, Hybrid working.
Are you looking for an opportunity to progress your career within the Financial Services industry?
I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Southampton area. This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.
Job Summary:
- You will be responsible for working closely with our advisers and clients
- Liaise with product providers to ensure timely and accurate responses to clients
- Send Letters of Authority and gather accurate information
- Obtain illustrations and application forms
- Production of portfolio valuations
- Ensure fund switches / rebalances / top-ups / withdrawals are carried out accurately and within company time-scale
- Provide a friendly and professional point of contact for clients and enquiries
- You will play a key role in putting clients at ease and delivering excellent customer service.
Qualifications and Experience: -
- Minimum 2 years' experience in financial services administration
- Strong IT skills, as we are a technology-focused business
- Salary range up to £30k depending upon experience
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- Private Medical Insurance (Bupa)
- The ability and support to work flexibly where appropriate, in terms of hours and location
- Support with further qualifications, including study leave
If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN