Financial Services Administrator - Knutsford, United Kingdom - McGregor Recruitment

McGregor Recruitment

Verified Company

Knutsford, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA ADMINISTRATOR - £24,000 - £29,000

1 day a week working from home Flexi time - start: 8-10am and finish: 4-6pm
Our client is a very well-established Wealth Management company who work with high net
- worth clients and they have exciting growth plans. Now looking for a bright and proactive individual who has worked within Financial Services/Wealth Management and looking for the next step in their career.

The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients.

You will have regular contact with clients and wrap/platform providers. The role will be busy and interesting and you will be based within a supportive and friendly team.

The Duties:

Supporting the Financial Planners and Paraplanners with financial administration
Responsible for coordinating client meetings and diary management
Managing client records using internal systems
Dealing with a high level of confidential information
Preparation of existing client valuations/files ready for review
Managing client files and updating accordingly ensuring compliance is adhered to
Obtaining illustrations and gathering product information from providers
Typing client correspondence and reports
Information gathering
Chasing up overdue documents from clients and providers
Preparation of client valuations
Experience required:
Experience of working within Financial Services or Wealth Management
Excellent communication skills
Experience of in