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Great news, I am about to source for a wonderful IFA Financial company a Practice Manager, skilled Senior Financial Services Administrator report writing client support and paraplanning reports. If you are hugely skilled linked to supporting on the Admin side the Financial Advisors and Paraplanners supporting the client banks and have Pensions and Investment Admin and Report Writing skills then you can apply and must have a minimum of around 5 years skills ideally and the salary is linked to around 40k or more. The profile will be shared also when you apply with the required skills.as outlined.
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
- Powerpoint 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..
