Financial Administrator

Posted 18 March by REED
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My client is a successful IFA practice located on the outskirts of Guildford. Their main focus is to provide their clients with advice to help strengthen their financial position

My client is seeking for an experienced, self- motivated, hardworking Financial Planning Administrator to join their administration team.

Duties As Followed:

Reporting to Administration Manager

General admin and office duties

Arranging internal fund reviews and reports to be written

Preparing reports for sending to clients, including gathering enclosures and preparing forms.

Submitting new businesses

Adhering to internal procedures, including data protection and compliance requirements

Liaise with clients and deal with any enquires

Book client meetings and preparing packs for these meetings

Providing support to the advisers and ensuring that they have everything required for their appointments.

Provide support to the office to ensure tasks are completed

Skills/Experienced Required:

Experience within Financial Services 

Good attention to detail

Excellent Verbal communication skills

Basic understanding of Word, Excel and Outlook

Adaptable to changing procedures

This is an excellent opportunity for an experienced Financial Administrator to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

Reference: 40093881

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