Financial Services Administrator - London, United Kingdom - Focus Search and Selection

Focus Search and Selection

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We have an Independent Financial Adviser firm who are looking for a Financial Adviser Administrator to provide support to a team of Independent Financial Advisers.

They are looking for someone with a proven track record within an IFA firm where experience of supporting Independent Financial Advisers in the past is desirable.

You will need to be a strong team player with good interpersonal skills and the ability tocommunicate effectively with both colleagues and clients.

Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.

Responsibilities include

Day to Day client and provider enquiries
Arranging meetings for the financial adviser
Preparing literature for client meetings, including reports and valuations
Inputting new business and maintaining client records on backoffice systems in line with company and FCA compliance regulations.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.