What
Where
10 miles
£
£

IFA Admin

Gerrards Cross, Buckinghamshire

£25000 Per Annum

Permanent

  • The Client

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.This role is working in a friendly and professional environment. You will be fully supported to achieve professional qualifications - this firm aims for all technical administrators to achieve diploma in regulated financial planning - the job holder will be given study leave with exam fees  paid if the employee passes.

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

This role is working in a friendly and professional environment. You will be fully supported to achieve professional qualifications - this firm aims for all technical administrators to achieve diploma in regulated financial planning - The ideal candidate will be given study leave with exam fees  paid if the employee passes

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
  • Liaising with Clients and providers and building a good working rapport with both Administration, technical and sales support to the consultants
  • Involved with investment, trusts, mortgages and private client investment administration
  • Keeping back office system up to date
  • Producing and requesting illustrations
  • Preparing individual client valuations/yearly reviews/ drafting review follow up letters
  • Setting up new business/making changes to existing business on online platforms
  • Preparing correspondence
  • Preparing paperwork for client meetings
  • Meeting with clients on occasions to assist with the completion of paperwork
  • Product, provider and fund research
  • Making appointments, diary management

 

What’s next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support

Posted 55 days ago

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