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Financial Services Administrator - Reigate IFA practice

Financial Services Administrator - Reigate IFA practice

Posted 8 January by Coast Specialist Recruitment
Easy Apply Ended

Our client, a busy, professional and forward thinking IFA practice in Reigate is looking for an administrator to join their team.

Day to Day Activities

  • Managing the 'Letters of Authority’ process
  • Accurate data input and keeping back office system updated
  • Scanning documents
  • Chasing providers for outstanding documentation
  • Onboarding and supporting new Financial Planners
  • Producing annual review documents
  • Booking client review meetings
  • Running ad-hoc admin projects
  • Knowledge of Word, Excel, Outlook and fully IT literate
  • Knowledge and experience in working with provider platforms
  • Attention to detail, thoroughness and accuracy
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
  • Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player

Previous experience within an IFA practice • Knowledge and understanding products such as pensions, investments (ISA’s, Investment Bonds) • Effective communication, both written and verbal • Have a professional, proactive and positive attitude

Full Time and Part Time applicants will be considered. Salary: £18,000 - £24,000 (pro rata if part time)

Required skills

  • Administrative
  • Financial Services
  • Organisational Skills
  • Telephone Manner
  • Friendly Personality

Reference: 36973759

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