Financial Services Administrator

Job Title: Financial Services Administrator
Contract Type: Permanent
Location: Fareham
Reference: 1230903
Contact Email:
Job Published: May 18, 2022 17:31

Job Description

My client, a well-established and very well-respected Financial Advice firm are seeking an experienced IFA Administrator, Financial Planning Administrator to join their team due to company expansion, following the business’ continued success. The company offer a supportive and experienced team to work within, and opportunities for progression and career development, including exam support. You will be working as a team with other administrators to provide efficient technical administrative support to a team of advisers, with the aim of providing an excellent service to new and existing clients.
Duties include:
  • Providing administrative support to your nominated advisers.
  • Maintaining client data including recording client information, setting reminders, entering new business, producing client reports, and prioritising own workflow.
  • To liaise with product providers to obtain quotations, submit new business, and service existing business
  • To verify and issue paperwork to clients and to product providers
  • To conduct research for the adviser including using provided systems and database
  • Producing suitability letters and accompanying information for clients
  • Assisting the adviser in ensuring that new business and existing business meets compliance requirements
  • Assist the adviser in making appointments, preparing client packs, logging CPD, and conducting client reviews
Skills and Experience
  • Excellent organisational skills
  • Excellent communication skills, both written and verbal
  • Proficient with Microsoft Office 365 Suite and computer literate
  • 2 years + in a similar role
  • Level 4 Dip qualified or working towards this qualification
Salary is dependent on experience ranging Between £28,000 - £30,000

For further details on this role please contact Tegan Sillett at Dynamite Recruitment on 02392455422

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