Ifa Administrator - London, United Kingdom - Templegate

Templegate

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Financial Services Administrator

Location:
London

Benefits:

Competitive salary, Flexi Hours.

Salary:
£28k ~ £35k Depending on experience.

About the Company:

Our Client is an established Independent Financial Services Company with over 40 years experience. Their financial Advisers are fully qualified and experienced in providing advice on pensions, investments, mortgages and insurance products.

They understand the needs of professionals who often require financial plans that are flexible and address their complex requirements.

They are looking for an approachable, proactive and confident individual who is able to balance a busy workload whilst ensuring all tasks are completed to the highest standard.

Reporting to the Operations Director, this role will suit someone who has been working within the Financial Services industry who has experience within the Pensions & Investments area.

You will be responsible for providing post-sales support to the Financial Advisers.

It is essential, that the successful applicant has at least 2 years of previous experience in the Financial Services industry and/or relevant qualifications.

What Your Day to Day Duties Will Include As A IFA Administrator:

Making sure client compliance files are up to date
Pipeline chasing
Liaising with clients and providers to ensure a smooth journey to completion
Maintain clients records on our internal system using Intelligent Office software
Processing of funds switches
General client servicing to include withdrawals, contribution increase/decreases
Preparation of Portfolio Valuation Reports

What is Needed to Be Considered For This IFA Administrator Role: