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CII Administrator

Posted 4 February by Johnson Underwood Ltd Easy Apply Ended

Exceptional career opportunity with highly renowned and respected financial advisory organisation; specialising in high wealth Individuals and Corporate companies. Working in a great team, supporting senior advisors and consultants, key areas of responsibility will include: Ensuring all back-office administration is completed accurately, on time and to FCA rules

Acting a key person for clients for day to enquiries, updates and for arranging appointments and meetings

Establishing new client files in accordance with FCS guidelines

Using in house systems and portals to source information, undertake market research and update client records

Processing of application forms and ensuring they are correct; chasing information that is required

Collate and interrogate spreadsheet information relating to valuations in association with Senior Advisors

Ensure all procedures and policies are followed in relation to FCA rules; ensuring an audit trail is both transparent and accessible

Must have CII Diploma and have exceptional customer focused skills.

Excellent working environment and benefits; opportunity to progress and further study is both encouraged and fully supported.

Required skills

  • Audit Trail
  • Financial Advisory
  • Market Research
  • Spreadsheet
  • Valuations

Reference: 34391394

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