Financial Services Administrator SKILLED - GERRARDS CROSS BUCKINGHAMSHIRE
The SUCCESSFUL candidate SHOULD be able to demonstrate a stable employment history and 2+ years’ experience within an IFA practice. A strong work ethic and ability to hit the ground running is desired and required. YOU MUST BE HUGELY SKILLED ON TEH FOLLOW UP WITH THE ADVISORS AND PARAPLANNERS PAPERWORK ADMINISTRATION LINKED TO THE CLIENTS WHO YOU WILL FOLLOW UP WITH TOO.
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TO BE CONSIDERED :- Experience & Skills Required - (as outlined minimum 2 plus years in an IFA Financial Administrator Role
Conscientious and organised, with a strong work ethic.
Willingness to learn and openness to being coached/mentored.
Computer literate in Microsoft Office, platforms and back-office systems (Intelliflo).
Excellent communication skills both written and verbal.
Client centric approach.
Good levels of Regulatory and Industry Knowledge.
High attention to detail and professionalism.
Accurate data entry and record keeping skills.
Willingness to study towards EVEN MORE professional qualifications (supported by the firm).
KEY RESPONSIBILITIES LINKED TO EVERY DAY IN THE OFFICE :-
Obtain illustrations, documentation, fund factsheets, KIIIDs & application forms from Platforms/Providers etc
Review meeting preparation - produce valuations, ensure correct documentation is gathered etc
Completion of product application forms, Trust documentation, new business submission etc
Monitoring & oversight of new business applications etc
Issue client documentation to the client providers as appropriate eg Paraplanners, Advisors
Electronic ID checks & ensure compliance documentation is present ‘on files etc
Accurately maintain client’s personal details and policy information, update fee expectations via Intelliflo and in-house databases.
Deal with and respond to written, telephone and electronic general enquiries from IFAs, colleagues, clients and providers.
Issue correspondence to clients
More to come and a great strong FINANCIAL ADMINISTRATOR CAN DO THIS LOVELY ROLE
FABULOUS OPPORTUNITY AS OUTLIED FOR THE SKILLED ADMINISTRATOR IN FINANCIAL SERVICES