Financial Services Administrator Farnham £28-32k Due to continued growth, our client now have a fantastic opportunity for an organised and competent IFA Administrator to join the administration team. You will be working as part of a team supporting our IFA’s to ensure we deliver an excellent service for our clients. The role On a day-to-day basis you can expect to be: · Liaising with policy providers for policy details and obtaining policy illustrations. · Processing new business applications, tracking to completion. · Preparing documentation for client appointments and meetings · Responding to email enquiries and liaising directly with clients. · Sending prepared investment information and reports to clients. · Ensuring all data entry is completed accurately and within specified timelines. You will need: · At least a year’s experience in a fast-paced financial services administration role · Experience of Intelliflo is desirable but not essential. · Good communication, literacy and numeracy skills with a high degree of accuracy. · Excellent interpersonal and organisational skills. · Good working knowledge of Microsoft Word and Excel. Benefits Company events Company pension Cycle to work scheme On-site parking - on a rota basis Referral programme