Financial Services Administrator

Recruiter
Reed
Location
Southampton, UK
Salary
Competitive
Posted
16 Jul 2019
Closes
23 Jul 2019
Ref
1204094188
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Wealth Management Practice who have been helping clients amass and protect their wealth for over 20 years with 30+million under management are looking to recruit within their Investments team.

My client is seeking a experienced IFA Administrator to step into the role of a valued member of staff who is off on maternity leave. You will be working very closely with the practices financial advisers and paraplanners to provide a administrative service to the practices clients with the main focus on pensions and investments.

Ideal candidates will have worked within a IFA or Wealth Management practice and have a excellent understanding of Investments. It is desired that you are working towards your CII diploma within financial planning, or are certainly ambitious to achieve this.

Progression opportunities on offer within the business within both Advising and Paraplanning.

Salary up to £25,000 for a IFA Administrator + benefits such as free onsite parking, pension, ability to work from home, flexible working hours and a discretionary bonus.

Day to day...
  • Processing new business and
  • Preparation of compliance documentation
  • Updating back office systems
  • General client services administration
  • Monthly Valuations
  • Meeting and greeting clients and making notes in meetings where required
  • Fact Finds and Risk Profiling alongside Paraplanner

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