We are working on behalf of a leading Independent Financial Advisors are 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:
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Processing premium payments.
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Answering the telephone, note and message taking, dealing with enquiries.
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Creating new files.
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Maintaining accurate client and policy records through client management systems and associated IT solutions.
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Liaising with third parties to obtain client valuations.
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Preparing illustrations for products, ready for advice team to present at client meetings.
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With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer.
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Liaising with product providers and head office to maintain up to date product knowledge.
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Ensuring that all compliance procedures are adhered to.
Skills & Experience Required:
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Must have experience working in an IFA firm or Wealth Management experience.
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Driven, with a ‘can-do’ attitude.
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A high degree of accuracy and attention to deal.
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Excellent organisational and planning skills with the ability to prioritise workloads.
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Strong IT skills, including the use of MS Word, Excel & Outlook.
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GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent).
Benefits Include (subject to eligibility):
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Health & wellbeing programme
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Company events
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Additional leave
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Company pension
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Enhanced maternity and paternity leave
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Cycle to work scheme
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Life insurance
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Paid volunteer time
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Referral programme
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Hybrid working upon successful completion of a probationary period
