Financial Services / IFA Administrator

Recruiter
North Oak Recruitment Ltd
Location
Leamington Spa
Salary
£18,000 per annum
Posted
27 Jul 2017
Closes
10 Sep 2017
Contract Type
Full Time

Financial Services / IFA Administrator

Leamington Spa (ref AL748)

£18,000 - £22,000 + benefits

An established and growing IFA in Leamington Spa has an exciting new vacancy for an experienced IFA/Financial Services Administrator to join their team and to provide both clerical and administrative support to the Advisors and Paraplanners.

The Role

  • To deal with telephone / email enquiries.
  • Create and maintain filing systems / client files.
  • Arrange meetings / book appointments.
  • Update and maintain the firm’s records / registers, and diary system as required.
  • Requesting quotes / comparisons as requested by advisers
  • Retrieving policy information from providers via phone or websites.
  • Submitting new business.
  • Processing transactions on provider wrap platforms and ensuring a healthy cash balance is maintained
  • Compiling invoices.
  • Liaising with product providers as and when necessary.
  • Assisting advisers to provide all required information to paraplanner to create suitability report.
  • Assisting advisers to provide all required information for client meetings.
  • To attend meetings as and when required.
  • Create financial reports using spreadsheets.
  • General office duties including filing, shredding, photocopying and binding

Skills and knowledge

  • Good written and oral communication skills.
  • Good report writing skills.
  • Good methodical and organisational skills.
  • Computer literacy and good typing skills.
  • Accurate with good attention to detail.
  • Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
  • Basic knowledge of the financial services sector.
  • Knowledge of the following software packages and research tools: Intelliflo, Microsoft (Outlook, Word and Excel), Assureweb, Trustnet & Providers Websites.

If this role is of interest and you have the required skills and knowledge, then please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.