My client is a progressive IFA / Wealth Management company, with a reputation as a great place to work. They are looking for a meticulous and organised IFA Administrator to join their team. The ideal candidate will be proficient in administrative tasks, possess excellent time management skills, and have a keen eye for detail. Experience in financial services or financial planning is advantageous. You must have used Intelligent Office and be confident using it.
You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes.
This will include:
Client Reviews
Processing of new business
Preparation of Compliance/ Provider documentation
Fund Switches
Plan Withdrawals,
Obtaining fund values from Providers
Answering client queries
The role will involve promoting the company's services in a professional and FCA compliant manner.
The ideal candidate will have:
A good understanding of the Financial Planning process
Able to prioritise and plan own workload
Detailed and accurate
Articulate
Excellent interpersonal skills, both written and verbal
Ability to multitask and prioritise effectively
Good IT skills- Intelligent Office
Good report writing skills
This is a full time role which requires 5 days a week in the office based in Taunton. The client is highly supportive in self-development and gain...