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Wealth Planning Administrator (IFA)

Location: FARNBOROUGH, HAMPSHIRE Salary: 18000 - 21000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 24 days ago Reference: 3077787
My client  a leading prestigious HNW Wealth Planning IFA is actively looking to recruit a Financial  Services Administrator to join their successful Team in Farnborough.   Ideally the successful candidate will have some experience working within a Wealth Planning IFA practice ore an Insurance Company and be able to hit the ground running quite quickly.  The client rewards talent and you will be recognised for your skills and ability.  Working as part of the centralised administration & client servicing unit (currently a team of 15), the Business Support Service Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.  

The main duties will be to carry out the following:-

1. Work as part of the Business Support Team to support the Company Propositions.
2. Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
3. Update our back office system, to ensure accurate client data and information throughout the process.
4. Maintain fully compliant files making sure all documents are held on the company's Document Management/workflow and diary system in a timely manner to allow instant access to all staff within the business
5. Produce client valuations and other servicing functions in line with the Client Service Agreement and the End to End sales process.
6. Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
7. Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of regular telephone and occasional face to face contact.
8. To participate in project related work, working as one team to meet company goals and targets.
9. To provide support to your colleagues where workloads need to be spread across the team to reach team goals.






To be considered you will ideally be able to demonstrate the following:-

Administration and customer service experience is essential.
Telephone based experience would be beneficial.
Financial Services experience is not essential but is preferred

In return our client offers an excellent salary and benefits package 




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