Ifa Administrator - Billericay, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Billericay, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
An excellent opportunity to join a well-established firm of Financial Consultants who are based in Billericay. This company is directly authorised and specialises in advising on pensions, investments, and tax planning.

The firm is now in a position to appoint a new Administrator to join its established team.

The role will be centered around providing administrative support to the financial consultants within the firm to help maintain existing relationships whilst helping to develop new opportunities.


The Role:


  • Supporting advisers and paraplanners with administration duties
  • Liaising with clients and dealing with adhoc requests and queries
  • Processing policy amendments such as fund switches, withdrawals, topups etc.
  • Taking pride in delivering excellent customer service at all times
  • Prepare valuations and organise client review packs in line with the company review process.

How will they help?

  • Training will be provided enabling you to develop.
  • You will be working with a team of experienced administrators and paraplanners.
  • Ability to study with financial support with to develop your career in Financial Services.
  • Ability to progress your career with within the company to a paraplanning or a financial adviser role.

Required Skills and Qualifications:


Essential

  • Experience of working within the financial services industry
  • Attention to detail and the ability to solve tasks.
  • Excellent organisation skills with the ability to work under pressure and prioritise tasks.
  • Confident communication skills and comfortable dealing with clients, providers and management.
  • Absolute commitment to providing excellent customer service at all times.

Desired

  • Experience of working within a financial advisory/wealth management firm.

Benefits:


  • Salary up to £35,000
  • Hybrid working is available
  • 20 days holiday increasing to 25 days (3 years service)
  • Employer pension contribution
  • Free Parking
  • 3 months full sickpay, then 3 months half, then statutory

Job Types:
Full-time, Permanent


Salary:
£25,000.00-£35,000.00 per year


Benefits:


  • Company pension
  • Financial planning services
  • Flexitime
  • Free parking
  • Life insurance
  • Onsite parking
  • Sick pay
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Application question(s):

  • Do you have financial services administration experience?
  • Do you have experience of working within an independent financial advisory practice as an administrator?

Work Location:
In person


Reference ID:
Flextime
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