- Administration and maintenance of client files
- Processing new business applications using various platforms
- Ensuring that financial transactions are completed correctly & compliantly
- Assist with preparing for client review meetings
- Administration and maintenance of company records
- Play a role in developing their back-office system
- Liaising with product and system providers
- Fee and commission reconciliation
- File audits as required
- You must have previous experience gained in Financial Services preferably within an IFA.
- Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
- Customer focused. Ensuring the customer is always provided with the highest possible service.
- Solid working experience of Word, Excel & Outlook.
- Experience working with Quilter Transact and/or Fidelity Platforms is desirable.
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Administrator (Financial Services) - Kent, United Kingdom - Synchronicity Group
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Description
IFA Administrator, Kent. Up to £35,000 plus benefits.
We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role. Operating for over 30 years, with 30+ staff, you will work in a team of 5, supporting a team of Paraplanners and Financial Advisers. Opportunity to further progress and develop your career within Financial Services is available.
The role:
To apply:
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.