A great skilled Financial Services Administrator role linked to supporting the IFA's linked to strong Administration and Sales Support with strong Administrative details linked to the industry.
Purpose of the role is to provide administration support to IFAs, other company staff members and
Directors.
Skills and Knowledge
- Strong financial administration & communication skills.
- Financial Services Background – exams preferred.
- High level of attention to detail.
- Excellent time management skills.
- Ability to manage your own workload.
- Strong IT skills.
- Be able to work on your own or as part of a team.
Responsibilities – all or some of these will be relevant depending on the specific role
being undertaken and this will be confirmed and documented on the individuals file
together with any additional responsibilities that have been agreed.
- To accurately maintain client personal details and policy information on the firm's
back office system (Intelliflo)
- Assist adviser with preparation of paperwork required for client meetings
- Liaise with adviser, product providers and other third parties to ensure the
smooth processing of new business
- Prepare valuations & other necessary documentation required for client review
meetings
- Deal with incoming calls & visitors to the office in a professional manner
- General administrative duties including scanning photocopying filing
- Ensure firm procedures & compliance requirements are adhered to
- Assisting the firm with ad hoc project work as required
Purpose of the role
- To provide administrative and financial planning support for the IFA's
Skills and Knowledge
- Strong administration and communication skills.
- Excellent report writing skills.
- Detailed knowledge of FCA and Firms procedures and record keeping
requirements
- Attained minimum one Diploma level qualification and working towards attaining
full Diploma qualification.
- High level of attention to detail.
- Excellent time management skills.
- Ability to manage your own workload.
- Flexible and positive attitude.
- Strong IT skills.
- Be able to work on your own or as part of a team Purpose of the role
- To provide administrative and financial planning support for the IFA's
There could well be a step to Diploma level also at some stage and a candidate having one of the exams ideally.
GREAT OPPORTUNITY - TO BE CONSIDERED YOU MUST BE HIGHLY SKILLED IN FINANCIAL PLANNING ADMINISTRATION AND PART DIPLOMA QUALIFIED linked to paraplanning support..