Financial Services Administrator - South Ashford, United Kingdom - Financial Careers Ltd

Financial Careers Ltd
Financial Careers Ltd
Verified Company
South Ashford, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description
Our client is a leading independent adviser firm operating throughout the South of England for over 30 years. Providing friendly, helpful & impartial independent financial advice from the whole market. They look after over £125 million of client money. Theynow have a vacancy for an experienced, IFA Administrator based at their busy Ashford head office.

The job entails all aspects of administrative support for a successful and growing team of 16 financial and 4 mortgage & protection advisers.

You will be an experienced administrator with great IT skills and demonstrable problem-solving abilities.


_Ideally, 2 Years of IFA admin experience is desirable, as is a high degree of computer literacy/competence._


Operating in Kent for over 30 years the firm supports private individuals, companies, trusts, and charities with advice on wealth management, retirement, mortgages, and tax planning.


The Skills We Are Looking for:

  • Problem-solving abilities
  • At least intermediate internet, Word, Excel & Outlook
  • Experience with XPlan is desirable but not essential

Duties
The job involves

  • Administration and maintenance of client files
  • Administration and maintenance of company records
  • Developing use of the backoffice system
  • Liaising with system providers
  • Scanning documents
  • Fee and commission reconciliation
  • File audit
Office hours are Monday to Friday with an hour for lunch.

Salary £25,000 - £30,000 depending on experience + benefits. There will be some flexibility for home working after a qualifying period doe.

The office is just a few minutes walk from Ashford train station and there is parking on site as well.

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