Financial Services Administrator
Are you someone who enjoys administration and prides themselves on being organised? Are you looking to join a company where you will be supported to develop further and broaden your technical knowledge?
We are looking for such a person to join an established IFA firm with offices spread over the East and South East of England with the current vacancy being based in Norwich. You will be working with IFA’s, Management and Compliance professionals who will surround you with professionalism and encouragement.
You will have a background in Financial Services with a passion for delivering high Administration standards. We seek a person that has a good understanding of the FS industry and what the mechanics of an IFA firm look like.
Roles & Responsibilities
Preparation of New Business Files
Review process - complete the portfolio review report
Complete a draft suitability report
General Admin Tasks - including client withdrawals, fund switches, amendment of regular premiums
Submission of New Business Files process
Submission of the files to the provider
Update the relevant business registers
Update the back office system with client’s correct information and also with correct recommendation details
Client change of agency and information collection
Issuing suitability reports with appropriate appendices and updating the systems to audit this process
Ensure tasks are completed to company standard and delivered within the time scales required
Ensure you understand the business goals and objectives
Financial Services qualifications are an advantage
Works well in a team
Good IT skills
Excellent attention to detail and accuracy
Good communication skills
The ability to use your own initiative
Synonyms: IFA Administrator, Financial Services Administrator
If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.