Financial Services Administrator (IFA) - Exeter | Zoek UK
Financial Services Administrator (IFA)
Exeter, Devon, England
Permanent (Full time)
Based on the outskirts of Exeter City, this well established team of IFA's require an experienced FS Administrator to work with clients and colleagues in a busy operational support role.
· Managing adviser's diary including phoning clients to book appointments
· Dealing with client queries - change of address or bank details, income or withdrawal queries
· Speaking to providers to chase information or pre sale underwriting queries
· Preparing portfolio valuations and investment analytics for reviews and client meetings
· Obtaining pension projections and illustrations and preparing application forms for financial reports
· Preparing switch and sale forms including illustrations and fund information where appropriate
Minimum of a years' experience within an IFA environment
Good spelling and written English required
Good use of Word, Excel and the ability to learn new software systems for example our back office system Durell
To understand and abide by the FCA Code of Conduct rules
Ability to juggle numerous tasks and manage a heavy workload
Ability to prioritise and ask for help if required
Keen eye for detail
-5 Monday to Friday To apply, or to find out more information, please click on one of the "apply" buttons Please note that due to a high level of applications, we can only respond immediately to applicants whose skills & qualifications are suitable for this position.
Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.
Posted 14 days ago