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Financial Adviser Support Administrator Leamington Spa. Salary up to £35k, bonus and competitive Benefits. Strong element of hybrid working.
Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Leamington Spa area?
This is a fantastic opportunity to progress in the Financial Services arena.
Job Summary:
To provide administration support for a team of financial advisers to ensure the delivery of market leading client advice and information services.
Duties and Responsibilities
- You will be responsible for working closely with the advisers
- Liaise with product providers to ensure timely and accurate responses to clients
- Send Letters of Authority and gather accurate information
- Obtain illustrations and application forms
- Production of portfolio valuations
- Provide a friendly and professional point of contact for clients and enquiries
- Diary and task management to ensure client reviews and other client service actions are delivered on time
Qualifications and Experience: -
- Minimum 1 year experience in financial services administration
- Salary range up to £35k depending upon experience
- Pension and death in service benefits
- Bonus
- The ability and support to work flexibly where appropriate, in terms of hours and location
- Support with further qualifications, including study leave
If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
