Senior Administrator - Ultra HNW IFA
Based: Guildford
Salary: £30-35,000 + free parking on site, excellent benefits including up to 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Study support for professional qualifications, training and development days.
Our client is a professional, well-established HNW IFA who has built a fantastic reputation over a number of years. An extremely low turnover of staff is testament to the environment they maintain for their employees, and they are keen to recruit someone who will add value to the team.
The role will involve providing support to the directors and paraplanners, and will primarily focus on individual client portfolios.
Main duties will include:
1. Processing new business.
2. Obtaining quotes and illustrations.
3. XPlan for day-to-day updates, reporting, and fee reconciliation.
4. Effective client and provider liaison - verbally and in writing.
Portfolio coverage will include: ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI, and PMI products.
Must haves include:
1. Qualified to QCF Level 4 - the company also provides full study support to those wishing to develop further.
2. Knowledge of the internal workings of an IFA and ideally some compliance responsibilities, although this is not essential as it is outsourced.
3. Proficiency in the use of Excel, as well as usual Microsoft applications.
4. Extremely personable.
5. Focused, with strong attention to detail and accuracy in your work.
6. Strong communication and interpersonal skills.
7. Being a natural team player.
Unfortunately, due to the placing of this role within the business, we are unable to consider candidates without the above criteria on this occasion.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. #J-18808-Ljbffr