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IFA Admin Assistant

Location: MARLBOROUGH, WILTSHIRE Salary: 18000 - 20000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 9 months ago Reference: 3113584
My Client is an award winning and one of the UK's Leading independent providers of discretionary wealth management. They have a unique opportunity for a IFA Administrator to join there team in Marlborough to cover a maternity contract until the end of March and in return a competitive salary and valuable experience can be gained.

Job Summary:

Assist with the day to day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

General administration to include:

Communicating with Financial Advisers and clients
Preparation and processing of all new client documentation and amendments
Monitoring of transfers of assets/cash from other institutions
ISA subscriptions and transfers
Processing of payments clients
Liaising with colleagues within Business Support regarding administration of client accounts.
Ensuring client details and reviews are recorded correctly on systems
General record keeping and electronic filing
Adhering to Conduct Risk standards


Previous administration experience within financial services is essential – additional training will be provided.
Intermediate knowledge of MS Word/Excel/Outlook preferred.
Ability to type preferred but not essential


Accuracy, numeracy, attention to detail

Clear and concise communication skills – oral and written

Ability to meet deadlines/work within restricted timescales

Flexible and reliable team member

Ability to work on own initiative to achieve required results

Collaborative and inclusive approach to work

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