Financial Services Administrator - Sales support for IFA's

Recruiter
Astral Recruitment
Location
Finchley, London
Salary
24000.0000
Posted
18 Jun 2017
Closes
18 Jul 2017
Contract Type
Permanent
Hours
Full Time

Financial Services Administrator Vacancy

Our client is a highly successful Boutique IFA firm looking for an experienced Financial Services Administrator to join the Client Support team

You will work within an established team to provide a high level of support and service to both our advisers and clients. This will include:

  • Process client new business and general client administration as required
  • Maintenance of client and portfolio records on the main investment platform and back office system
  • Preparation of client files for reviews
  • Preparation of necessary paperwork and application forms for client meetings
  • Liaise with product providers on case progress
  • Meeting and greeting clients
  • Answering the telephone

To be successful, potential candidates should possess the following:

  • An understanding of IFA technical software packages,
  • Good organisational and planning skills
  • An understanding of the advice process, and the required compliance
  • Strong communication skills and excellent analytical skills
  • A good team player with a flexible approach while adhering to business processes
  • Good attention to detail and be thorough in all aspects of work

Applicants must have gained experience working in a Financial Services Administration Support role,

For more details please contact Jason Webber at Astral

In return, you will be offered an annual salary ranging from £24,000 to £29,000 depending on experience,