My client is a Discretionary Investment Management & Financial Planning firm based in the Sheffield area.
We are seeking a Junior / Trainee Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
You will ideally either have a 1-2 years of Office Administration experience within Financial Services or be a Graduate within a Financial discipline who can demonstrate they are looking to develop a long-term career. It would be to your advantage if you have any basic knowledge of Investments, Pensions, ISA, OEICS, as well as experience using software and good command of Microsoft Office applications including Word & Excel, although the candidate will be trained and developed within all areas of the business.
Great opportunity for someone to kick start their career within Financial Planning and Advice, pop me a call or apply for further information.