Financial Services Administrator
A leading Independent Financial Advisors are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm''s Financial Consultants. Duties and responsibilities Include: Processing premium payments Answering the telephone, note and message taking, dealing with enquiries Creating new files.Maintaining accurate client and policy records through client management systems and associated IT solutionsLiaising with third parties to obtain client valuations.Preparing illustrations for products, ready for advice team to present at client meetings.With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customerLiaising with product providers and head office to maintain up to date product knowledge.Ensuring that all compliance procedures are adhered toSkills and Experience Required: Must have experience working in an IFA firm or Wealth Management experience Driven, with a ''can-do'' attitudeA high degree of accuracy and attention to deal Excellent organisational and planning skills with the ability to prioritise workloadsStrong IT skills, including the use of MS Word, Excel and OutlookGCSE passes a
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