My client is looking for an experienced Financial Services Administrator to join their established and experienced advice support team. My clients' offices are just outside of the city center to the east, they are a close-knit group but extremely friendly and supportive with excellent staff retention.
This role has arisen out of a requirement for further adviser support due to pending maternity, but please be assured this is a permanent vacancy.
My client is a long-established, busy practice with a reputation for working with both high-net-worth individuals and small and medium enterprises. My client has a strong group of advisers, an Office Manager, who also provides admin support and six administrators, as well as a full time Compliance and Training Manager.
This role entails working very closely with specified advisers, processing new business applications, the administration of existing plans, providing client valuations and review letters. You will also liaise with clients and product providers on existing and new business via telephone, email and letter.
Procedures for both new business and client reviews are well established which enables all members of the team to operate in the same manner.
Key Skills
- Previous experience in administration processes within an IFA practice (desirable)
- Experience of Intelliflo and Transact (desirable)
- Technical knowledge of products and procedures
- Administration of pensions including drawdown and FAD, investments including WRAPs, life insurance
- Articulate, good communication and organisational skills
- Ability to work within established team structure
- Ability to prioritise workload and perform to a high standard in pressurised environment
- Attention to detail
This vacancy can be either part- or full-time to suit, the minimum hour requirement is 28 hours with some flexibility, these hours can be worked over four or five days, again to suit.
Holiday entitlement is 25 days per annum
Hours of work are 9am to 5pm Monday to Friday inclusive
Relevant professional qualifications are supported
DIS policy and pension