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Great news, I am Sourcing a wonderful IFA Financial company a R01, R03 and R04 skilled Senior Financial Services Administrator client support admin and report writing. If you are hugely skilled linked to supporting on the Admin side the Financial Advisors and you must have the 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 45k. 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 Services candidate 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 have made some progress with their CII qualifications and the successful completion AS OUTLINED of RO1, RO3 and RO4 which is very 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 a maximum of 45k.
