IFA Administrator - Progressive Opportunity
Are you currently working in financial services and looking for your next step? Or are you a confident and passionate administrator looking to kick-start your career with a forward thinking business??
Keep reading as this could be for you!..
Godalming
Permanent, Full time
Paying up to £30,000(DOE) plus 25 days holiday +BH, Pension, Hybrid Working, Progression Opportunities, Study support & SO much more!!Monday -Friday
Our client, who is an established organisation within the Financial Services industry, is seeking an enthusiastic individual to join their small friendly team in Godalming.
Due to continuous growth this is a brand new role that has been created to support the advisers with various administrative tasks, including preparing meeting packsm creating post annual reviews and ensuring compliance checks are done with the up most precision.
For the successful candidate this role will give you the opportunity to gain hands on experience and acquire the necessary qualifications to progress into a Financial Advisor!
Responsibilities:
Assist advisers with administrative tasks, including document preparation, client correspondence, and data management
Liaise with clients through secure messaging system, email, or telephone to address their queries
Maintain client records in our CRM, ensuring all information is accurate and up-to-date
Maintain client file documents in compliance with regulations
Work with Advisers and Admin Team to meet deadlines and service level agreements.Skills/ Experience:
Previous experience in a Financial Services administration role or similar
Strong organisational skills, with attention to detail and accuracy
Industry attained qualifications ( CII level 4 or DipPF or CertFS) (Desired)
Excellent communication skills, both verbal and written
A keen interest in financial planning and advisory services
Proficient using all MS PackagesIf this roles sounds of interest then apply now or please contact Annie, (url removed) / (phone number removed)
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website