A great Financial Services company are recruiting a skilled Financial Services IFA Administration role not far from the Reading area. The candidate must have a minimum of 1 year's skills within the role to be considered.
The role is to o provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
Essential Experience and Competencies
• Experience with Microsoft Word, Excel and electronic diary management (Outlook)
• Relevant experience working within a financial planning environment
• Experience of working as an administrator within Financial Services
Desirable:-
• Knowledge of AO (the client data management system that they use)
• Advanced knowledge of Microsoft Excel and Microsoft Word
• Knowledge of Financial Services Products in terms of administrative
• Interest in obtaining industry relevant qualifications even more than your current sills in Financial services to senior administrator
Responsibilities and Accountabilities -Business Processing
• Ensure that all business documentation is processed accurately and efficiently and in a compliant manner to the firm's standards
• Ensure all supporting documentation is maintained as per company procedures.
• Ensure all work is followed up promptly in line with company standards
• Issue and follow up on client invoicing
• Record fees
• Liaise with product provider to ensure timely and accurate response to clients (progress chasing)
• Send letters of authority and gather accurate information
• Ensure that all information requested has been received and entered into correct format for the Paraplanner to work with
• Ad hoc projects to support the Management team
A great role - office based 9am to 5.30pm linked to pure Admin skilled Financial Services in supporting the Paraplanner and Advisors. You must as outlined have the Financial Services Administration skills linked to Investments and pensions.