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Financial Services Administrator (IFA)

Zoek Pin Exeter, Devon, England


Permanent (Full time)

The Company:

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.

Job Responsibilities:

· 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

Preferred Skills:

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

Personal Attributes:

Ability to juggle numerous tasks and manage a heavy workload

Ability to prioritise and ask for help if required

Keen eye for detail

Associated Benefits:

Working Hours:

-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.


Exeter, Devon

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

Posted 14 days ago

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