Ifa Administrator - Camberley, United Kingdom - Templegate

Templegate
Templegate
Verified Company
Camberley, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
IFA Sales support


Location:
Frimley


Salary:
up to £27,000 (depending on experience and qualifications)


About the Company:


You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment advice, they are seeking a Professional Administrative support.


What Your Day to Day Duties Will Include:

  • Communicating with plan providers to obtain client information, valuations and plan documentation.
  • Completing, checking and inputting client documentation on to IO.
  • Ensuring that our records are correct and kept uptodate.
  • Printing, binding and posting reports, letters and presentations.
  • Arranging meetings and meeting rooms, as required.
  • Ensuring that relevant supporting documents are provided to Paraplanners and Financial Advisers.
  • Good understanding of, and adherence to, expectations with regard to Anti-Money Laundering (AML), FCA Regulations, Compliance and Data Protection requirements.
  • Helping prepare client financial planning reviews.

What is Needed to Be Considered:

  • Previous experience in administration, preferably within a financial advisory firm
  • A good general understanding of financial products (Pensions, ISAs, Life Cover, Mortgages, etc.
  • Previous experience of using Intelligent Office software
  • Excellent organisational skills
  • Excellent verbal and written communication skills
  • Good numeracy and literacy skills
  • A thorough and diligent approach to work
  • Ability to quickly build positive relationships at all levels of the business, including colleagues, clients, product providers and any thirdparty connections
  • Experience of Microsoft Word, Excel and Outlook

Job Types:
Full-time, Permanent


Salary:
Up to £27,000.00 per year


Benefits:


  • Company pension
  • Free parking

Schedule:

  • Monday to Friday

Ability to Commute:

  • Camberley, GU16 (required)

Work Location:
In person
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