Administrator / Typist - IFA Practice

Recruiter
NJR Recruitment
Location
Sandbach, UK
Salary
Competitive
Posted
17 Jul 2019
Closes
30 Jul 2019
Ref
1210987791
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A Sandbach based Wealth Management Company offering a full range of financial services to its Private and Corporate Clients, are currently looking to recruit a Practice Administrator / Typist to support the Financial Consultants.
Working alongside the New Business Manager and the Director, the successful candidate will be expected to provide a professional and comprehensive administrative and typing service in a very busy and friendly office. Daily duties will consist of;
  • Typing documentation, letters, report and valuations on behalf of the Director / Financial Advisers
  • Creating and maintaining client records on CRM systems
  • Preparing 'letters of authority' with a view to requesting, chasing and recording appropriate plan information from external providers
  • New business processing through to completion for life, pensions, investments and mortgages
  • Full preparation of client files for review meetings, including fund analytics and carry forward/lifetime allowance assessments
  • Addressing clients and intermediaries' enquiries and dealing with general administration in a professional manner

Candidates will have proven client services administration experience gained within an IFA/Financial Services environment. You will be happy to deal with a 50/50 split role between Administration and Typing. Fast and accurate typing skills are required along with a high attention to detail as a pre-requisite for this role. The ability to prioritise and to self-manage workloads effectively is also very important.
The successful candidate will be working as part of a dynamic team in a fast paced, expanding Practice for one of the UK's largest Wealth Management businesses. In addition to a standard market basic salary (negotiable) there is an annual discretionary bonus linked to the performance of the individual and the overall practice. There is much scope for progression which would reward a candidate looking to develop their financial services career.

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