Ifa Administrator - Leamington Spa, United Kingdom - Templegate

Templegate

Verified Company

Leamington Spa, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Financial Services Senior Administrator

Location:
Leamington Spa

Benefits:

Pension scheme
Life assurance
Development & training and educational support
Health Cashplan
Employee Assistance Programme (EAP)
Annual bonus scheme (discretionary bonus of up to 5%)
Flexible working hours
23 days holiday + statutory public holidays (increases to 26 days after 5 years' service and 29 days after 10 years' service)

Salary:
£25,000 ~ £30,000

About The Company:

This prestigious and excellent reputable firm has a lot to offer the right person.

Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning advice and are looking for Talented individuals to join their team.

You will need experience working within an IFA Practice as an Financial Service Administrator and Financial Services qualifications is preferred but not essential.

What Your Day to Day Duties as a Financial Services Administrator Will Include:

Maintaining relationship and contacts with providers to ensure a professional service.
Compile blank new client packs containing documentation such as, but not limited to, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
Update client policy records on receipt of information on Adviser Office.
Arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser.
To provide cover and carry out duties for other Administrators in the team, in their absence.
Deal with enquiries raised by clients, providers, advisers and other members of staff.

Skills and Experience required For This Financial Services Administrator Role:

Minimum of 2 years Financial Services experience, ideally within an IFA practice.
Studying towards the certificate or diploma in Financial Services.
Good attention to detail.
Process orientated.
Highly organised with an excellent standard of written & verbal communication.
A minimum GCSE grade for Maths and English of C or above.

Salary:
£25,000.00-£30,000.00 per year

Benefits: