A leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants.
Key Duties & Responsibilities Include:
1. Processing premium payments
2. Answering the telephone, note and message taking, dealing with enquiries
3. Creating new files.
4. Maintaining accurate client and policy records through client management systems and associated IT solutions
5. Liaising with third parties to obtain client valuations.
6. Preparing illustrations for products, ready for advice team to present at client meetings.
7. With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
8. Liaising with product providers and head office to maintain up to date product knowledge.
9. Ensuring that all compliance procedures are adhered to
Skills & Experience Required:
10. 2 years minimum IFA Administration experience
11. Driven, with a ‘can-do’ attitude
12. A high degree of accuracy and attention to deal
13. Excellent organisational and planning skills with the ability to prioritise workloads
14. Strong IT skills, including the use of MS Word, Excel & Outlook
15. GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent)
Benefits Include (subject to eligibility):
16. Health & wellbeing programme
17. Company events
18. Additional leave
19. Company pension
20. Enhanced maternity and paternity leave
21. Cycle to work scheme
22. Life insurance
23. Paid volunteer time
24. Referral programme
25. Hybrid working upon successful completion of a probationary period