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Great news, I am about to source for a wonderful IFA Financial company a Financial Services Practice Manager linked senior support & Administrator. If you are hugely skilled linked to supporting on the Admin side the Financial Advisors and Paraplanning report supporting the client banks and have Pensions and Investment Admin skills then you can apply and must have a minimum of around 5 years skills ideally and the salary is linked to up to 40k and potentially more for sure. The role is hugely linked to the notes lined up below including supporting the report writing linked to advisors who do advising and paraplanning.
This role is 100% office and in the Buckinghamshire area. A great opportunity for a hugely skilled senior Financial Service candid as outlined below you must have these skills with a lengthy recent period within an IFA financial Services firm. As outlined, Minimum of 5 years experience.
To be considered, The candidate should ideally have made some progress with their CII qualifications and the successful completion of RO1, RO3 and RO4 is particularly important. The duties and skills required include:
- The completion of suitability reports (using templates)
- Research
- Investment fund switches/rebalances
- Support around regular client reviews
- MI collation
- Power point and Office 365 skills
- Use of various research tools and systems
- Confident communicator with clients and providers (verbal and in writing)
- Diary Management
- Self motivated and able to work without supervision
- Client calls, scanning, emailing, printing and posting
- Support around the completion of all FCA reports and PI cover
- Maintain and update all client files
- Business submission and recording
- General office duties and support
As outlined a Financial Services Practice Manager Administratively linked to the company and the client bank with your support and 100% office based as outlined and a salary base of up to 40k.
