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Financial Services Administrator

Service Service Employment Agency Limited
Posted 18 days ago, valid for 7 days
Location

Colchester, Essex CO4 9YQ, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is a successful Independent Financial Advice Practice with over a billion pounds of funds under management and is seeking an experienced IFA Administrator for their Colchester Office.
  • The role involves undertaking client-related administration, reporting, and implementation to assist Independent Financial Advisers, with a salary of up to £32,000 depending on experience and qualifications.
  • Candidates should ideally possess or aim to achieve the Certificate in Financial Services and have strong communication, analytical, and organizational skills.
  • Key responsibilities include maintaining client records, preparing files for reviews, processing new business, and managing client communication and invoicing.
  • The position offers benefits such as life cover, flexible benefits, wellness support, and a hybrid working model, with a standard workweek of Monday to Friday from 9-5.

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management.

My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.

I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office (North East).

Purpose of the role

To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients.

To undertake the required number of chargeable hours for the department.

To complete tasks in an efficient and timely fashion.

Knowledge and experience

It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job.

A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo.

Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients.

Understand the advice process and the need for a commercial relationship with clients.

Strong communication skills and excellent analytical skills.

Good team player with a flexible approach.

Key responsibilities

Maintenance of client and portfolio records.

Preparation of client files for annual or half yearly reviews.

Process client new business and general client administration as required.

Communicate with clients on case progress

Preparing necessary paperwork and application forms for client meetings

Managing WIP and invoicing.

Communicate with product providers on case progress compliance issue and record keeping.

Salary

Up to £32,000.00 for Administration, this is dependent on experience and qualifications.

Benefits

Life cover 4 x salary

Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).

Wellness platform with 24/7 GP access

Shopping discounts platform

Support to obtain professional qualifications with study leave and financial support with exam material

Enhanced maternity and paternity leave

Health Care Cash Plan

Enhanced employer pension contributions

Hybrid working (3 days in the office, 2 days from home, post probation)

9-5 - Mon-Fri

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.