Independent financial advisory practice who pride themselves for their straightforward, understandable and effective financial planning solutions they provide to their clients no matter the size or amount are recruiting for a Financial Services Administrator.
As the Financial Services Administrator you will be providing whole of market administrative support to two Partners, being a key point on contact to clients, and providing basic paraplanning support where required. My client will fund ambitious individuals through their Diploma in Financial Planning and provide training where required.
The ideal candidate will have worked within a IFA practice environment and have up to date product knowledge. Any industry relevant qualifications would be advantageous but experience is key! You will be forward thinking and have a flexible, hardworking approach.
This role is based in Blandford Forum and is paying upto £28,000 for an experienced administrator who can hit the ground running.
Duties such as…
Processing investment, pension and protection new business, transfers, fund switches, withdrawals, surrenders, increments and income requests.
Preparation of annual review letters and statements.
Arranging client meetings and preparing meeting packs.
Maintaining and updating client records using the back-office system.
Ensuring files are created and maintained to the correct compliance standard.
Basic suitability report writing.
Being a key point of contact for any client/ adviser queries.