Financial Services Administrator

Recruiter
Search Consultancy
Location
Surrey
Posted
11 Feb 2018
Closes
21 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Financial Services Administrator based in Surrey, competitive basic salary and benefits

Your Responsibilities

Support financial planners managers to meet business targets
Act as day-to-day point of contact for client service to resolve administrative issues
Manage advisers' diaries by booking meetings
Help advisers prepare for meetings
Data gathering for clients' existing financial arrangements
Help ensure files are compliant and complete
Process new business and track to completion
Write letters to clients and providers as appropriate
Manage regular client valuations
Perform general office administration tasks, such as handling post, emails
Maintain and update back office systems, including platforms

Ideally 2 - 3 years experience working in an IFA environment.

Good pensions experience is essential.

No qualifications required.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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