Financial services £22000-£25000 depending on experience
This growing IFA Practice has a vacancy for an experienced Senior Financial Services Administrator. This new role is required to enable the Director, and Financial Advisers to spend more time seeing clients and developing key business relationships. The right candidate will join a well-established IFA practice offering holistic financial planning services for Business Proprietors and High Net Worth clients, and providing fee based financial advice to its loyal client base in the following areas:
Pension Planning
Investment management
Tax planning
Inheritance Tax planning
Life Assurance and Income protection
Prepare suitability reports including preparation of illustrations and application paperwork.
Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm's standards
Ensure fund switches / rebalances are carried out accurately and within company timescales
Administer client research and analysis
Input and maintain accurate client records on the back office system, Platform and other IT systems
Prepare client review pack including valuations & supporting paperwork
Record and implement agreed actions in coordination with the Financial Adviser
Ensure all supporting documentation is maintained as per company procedures
Ensure all work is followed up promptly in line with company standards
Incorporate the principles of Treating Customers Fairly (TCF) into all contact with clients.
This role would suit a versatile individual with initiative, ability to work on diverse non repetitive, complex challenging projects, and possess the following qualities:
Experience as Financial Services Administrator (2 years advantageous)
Highly literate & numerate including Maths & English (A level advantageous)
Technically competent with Excel, Word & Outlook to intermediate level
Experience with online financial services platforms
Excellent analytical, organisation, time management and prioritising skills