Financial Services Administrator

***FINANCIAL SERVICES ADMINISTRATOR***Due to business growth we are on the hunt for a talented IFA Administrator to join our client's administrative team. You will need at least a year's financial services administration experience ideally in client and advisor support. This is a great opportunity for LP2 or CII qualified candidates. Note this is a permanent full-time opportunity however candidates who meet the criteria and are seeking part-time hours will also be considered. Salary from £28K + benefitsKey responsibilities for the Financial Services Administrator include,

• Liaising with policy providers for policy details and obtaining policy illustrations
• Processing new business applications, tracking to completion
• Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs
• Responding to email enquiries and liaising directly with clients
• Sending prepared investment information and reports to clients
• Ensuring all data entry is completed accurately and within specified timelines

The ideal Financial Services Administrator will need,

• At least a year's financial services administration experience ideally in client and advisor support
• LP2 or CII qualifications advantageous
• Professional verbal/written communication skills essential
• Excellent literacy and numeracy skills with a high degree of accuracy
• Confident interpersonal and organisational skills
• Good working knowledge of Microsoft Word and Excel

In return you can expect excellent benefits including sponsorship for exams, opportunities for career progress and company events Hours 9am-5pm Monday to Friday