Financial Services Administrator

Renowned Resourcing Ltd
12 Feb 2018
16 Mar 2018
Contract Type
Full Time
Our client, a Maidstone based financial services company is looking for an experienced financial services administrator to provide first class administration support to a team of Independent Financial Advisors.
Hours: 9 - 5 Monday to Friday.

To apply for this role you must have been an administrator for more than 3 years within an Independent Financial Advisor firm working with investments and pensions.

Day to day duties & what you must have experience in:

·Run an effective diary for the IFA, ensuring all appointments are confirmed by telephone the day before
·Issue weekly client progress updates by email
·Ensure existing processes are adhered to and business and client records are kept up-to-date
·Prepare appropriate client packs for meetings
·Take responsibility for client enquiries/queries or administrative questions, answering or fielding queries where relevant
·Assist in carrying out client annual reviews, ensuring any opportunities for new business are identified and referred to the IFA
·Manage and action referral scheme and other marketing campaigns
·Build and maintain good client relationships, delivering excellent and efficient service
·Deal with the day to day post as appropriate
·Process and prepare the completed client packs, including attitude to risk questionnaires, fee letters and ensure ID is certified before the file goes on to Research or the New Business Processing team
·Assist the IFA in identifying and developing lead sources and introducer relationships.

This is a great opportunity for an IFA administrator who wants to work within a small but successful team. You need to have worked in a similar environment as little training will be provided.

Please apply with your cv and if you are suitable someone will be in touch with all other details

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