Independent Financial Adviser Administrator - Bracknell, United Kingdom - Regency Financial Consultancy

Description

About us
We are a small Independent Financial Advisory firm, offering professional advice on all areas of financial planning.

Our firm is seeking an Administrator to work closely with our two Independent Financial Advisers.

You will need to be confident in your ability to carry out all general support tasks associated with working within an IFA practice.

This could include compiling relevant client documentation, sorting out post, answering the phone and general office administration.


Responsibilities:

• Maintain client records on internal system
• Intelligent Office
• Preparation of premeeting/postmeeting material for advisers,
• Obtaining quotations and other relevant literature
• Processing commission/adviser fees.
• Requesting information from third parties
• Producing client valuations and reports
• Delivering a daytoday administrative support, answering the telephone, sorting the post.
• You will possess excellent communication skills and a professional manner.
• Keep management and other areas of the business updated with the relevant information required
• To be able to take full ownership of a task and to manage it effectively

Job Types:
Full-time, Part-time

Part-time hours: per week


Salary:
£24,000.00-£34,000.00 per year


Benefits:

• Company pension
• Free parking
• Onsite parking

Schedule:

• Monday to Friday

Work Location:
In person

Application deadline: 01/09/2023