Back to search
IFA Administrator
Milton Keynes
£26,000 to £32,000 basic
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Milton Keynes.The role comes with a competitive salary dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.The key duties of the role will include:
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Additional experience in the following areas:
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/ adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
For further information please send your CV to Stuart or contact him directly to discuss the opportunity on 0 7 7 4 7 7 8 2 9 3 4.
