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My client are a progressive IFA / Wealth Management company, with a reputation as a great place to work, they are looking for a meticulous and organised Administrator to join their team. The ideal candidate will be proficient in administrative tasks, possess excellent time management skills, and have a keen eye for detail. Experience in financial services or financial planning is required.
The client are highly supportive in self development and gaining further qualifications.
You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes. This can include, but is not limited to Client Reviews, processing of new business, preparation of Compliance/ Provider documentation, Fund Switches, Plan Withdrawals, obtaining fund values from Providers, answering client queries etc.
The role will involve promoting the company’s services in a professional and FCA compliant manner.
Key Skills
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Good report writing skills
- Ability to work independently and in a team
