Financial Administrator

Initial Recruitment Services
11 Jan 2018
12 Feb 2018
Contract Type
Full Time
Are you looking for a fresh new challenge? Are you a Financial Services Support Professional, IFA Administrator, Financial Services Sales Agent, PA to a Financial Adviser, PA to a Financial Planner, PA to a Wealth Manager or a Financial Planning Assistant? Would you like to be a part of one of the UK`s largest Wealth Management Networks? Our client has an opportunity for a dedicated professional to join their company in an administrative capacity. You will need previous experience working in an IFA and be able to bring working knowledge of the sector to this role. This an excellent opportunity for someone looking to develop and progress their career in an environment where on-going training and career development is supported and encouraged. Core Responsibilities: - Responsible for maintaining adviser workload using our back office system. - Prepare review packs consisting of valuations and fund fact sheets for clients on adviser`s behalf. - Processing and submitting business online. - Obtain illustrations on request for clients. Desired Experience: - Previous experience working in an IFA - Ideally experience providing support in pensions and/or investments or Mortgage and Protection - A track record of ability to work compliantly. - Experience processing business, putting together research, assisting product selection. - Organised credible and knowledgeable. - Able to liaise with clients and third party providers in a professional and efficient manner. - Knowledge of suitability report writing will be beneficial to this role On offer: - 25 days paid annual leave - Scottish Widows Pension Scheme - 35 hour working week with 1 hour for lunch - First class training and career progression for the right applicant - Annual Discretionary Bonus Scheme up to 12% of salary - First class working environment To apply, please send your CV to us or give us a call on (Apply online only) (opt.2). This vacancy is being advertised on behalf of Initial Recruitment who are operating as an employment Agency. Initial Recruitment are an equal opportunities employer. Please note, if you do not hear back within 7 days, your application has been unsuccessful at this time