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IFA Support Executive

Location: SOUTHAMPTON COMMON, HAMPSHIRE Salary: 19000 - 26000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 17 days ago Reference: 3062120
My client located in the heart of Southampton are looking for a Financial Services Administrator to join their busy team of 25 to work closely alongside the businesses Financial Advisers to support the business in providing sound, professional financial advice.

Very energetic friendly team with lots of progression opportunities and support towards Level 4 Diploma in Financial Planning.


Tasks...
• Producing financial reports when required
• Be the point of call for clients needs and financial circumstances
• Request information from clients, providers and other third parties.
• Inputting compliance data and documents onto internal and external systems.
• Liaise with financial services providers- request, chase and receive updates throughout the process
• Financial Adviser diary management, along with booking in client meetings.
• Undertake regular research to keep your knowledge upto date on all products.

Skills...

• Previous financial services administration experience
• Knowledge on financial services products
• Ability to work well within a team
• Fine eye for detail
• Excellent written and verbal communication skills


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