IFA & Adviser Support (Investments and Pensions)

Recruiter
Adecco
Location
City of London
Salary
£26000 - £29000/annum
Posted
23 Jul 2017
Closes
22 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client, a high end Financial Advisory firm, are looking to recruit an administrator to support the Pension & Investment Advisory team.

The main duties of the role will be providing dedicated support to advisers of the firm as well as playing an integral role in the business submission and processing teams.

The ideal candidate will have experience of working in an administrative role in financial services, and have the ability to pro-actively support and assist within a team environment. The role will also include assisting in and helping to develop the current processes, liaising with financial providers as well as clients and other relevant third parties.

Duties will include:
* Managing the advisers day to day activities
* Pro-actively liaising with clients, advisers and other members of your team to request documentation and provide progress reports.
* Utilising online systems and developing knowledge to aid in the processing of business
* Researching suitable products for and compiling the relevant documentation in preparation for advisers and or compliance.
* Developing existing processes to aid in efficiency of business transactions
* Completing reports and client packs ready for use of the adviser
* Maintaining pipelines, regularly contacting lenders/providers to facilitate case progression.
* Working with the adviser to ensure that regulated transactions are compliant, i.e. suitability letters and file notes are completed within the designated time-frame.
* Working with and adhering to company and FCA policies and procedures.

Skills required:
* Essential - Financial Advisory (CII) Qualifications
* 4 years minimum experience within a similar position
* Exceptional Attention to Detail
* Confident telephone manner
* Able to take direction and complete tasks independently
* Excellent computer skills; experience with Outlook, Word and Excel
* Highly organised
* The successful candidate will be motivated, efficient, hardworking, a team player and able to follow instruction.

If this role sounds of interest to you, please apply today.
Adecco are an equal opportunities employer.

Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer