Independent Financial Administrator

Recruiter
IBP Recruitment
Location
Trowbridge
Salary
£18000 - £21000/annum
Posted
11 Jun 2017
Closes
11 Jul 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
IBP Recruitment Ltd are looking to recruit an Independent Financial Advisor Technical Administrator for a boutique style Wealth Management company who specialise in giving expert advice to Business Owners, Dentists, Doctors and high net worth individuals.

They seek a dedicated, admin-experienced candidate to join a friendly, busy and vibrant team. They are looking for a likeminded team player eager to contribute new ideas and a desire to make a difference.

You will start with a training programme that trains and mentors you for an intensive three-month period, where you will work in multiple roles within the department to get a true feel for how the company operates and evolves.

You need to be confident, flexible and adaptable and demonstrate high inter-personnel and organisation attributes and be ready to support the rapid growth of this dynamic financial planning practice.

If you feel that you can genuinely enhance service levels, relationships and help existing clients, then you are the type of candidate our Client would like to meet.

The main duties include the responsibility for the following:

* Assemble and organise Client policy information at the necessary points in the Client journey, to support the role of the Paraplanners and Advisors.
* Correspond with policy providers on behalf of the client
* Correspond and be a general liaison with the client
* Submit any new business on behalf of the client
* Facilitate the annual review process of our clients
* Process new client information in preparation for their first report meeting
* Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance.
* A full range of admin duties

The ideal candidate for this role should have the following skills & qualifications:

* 2 years' minimum experience in an administrative role is crucial
* Administration within a financial sector is essential
* Excellent IT skills in MS Word & Excel
* The ability to work under pressure to deadlines.
* An excellent telephone manner and superb customer service skills

Successful applicants will be contacted within 10 working days of submitting their application - if you not hear back within this time, please assume that you have been unsuccessful on this occasion