Financial Services Administrator - Sales support for IFA's

Posted 5 days ago by Astral Recruitment

Our client is a successful Financial Services business based in Wolverhampton and they are now looking to expand their support division due to expansion and success

Key responsibilities

To provide pre-and post-sales support to the Financial Advisers.

To ensure that Client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the firm.

To provide a high level of support to clients in an efficient, compliant and professional manner.

Key Tasks

  • Manage outsourced client advice reports; from issue to implementation stage for a variety of financial planning products.
  • Submission of new business application forms.
  • Online Applications.
  • Online quotations and other ad-hoc report research.

Qualifications, Experience and Skills

  • Financial Planning exams desirable; CF level and above.
  • 2 years minimum experience IFA administrator experience.
  • Team player, who likes variety in their job and likes working in a small team, where the ability to work flexibly will be required.
  • Good verbal and written communication skills

Base to £24000 plus benefits

For more details please contact Jason Webber

Required skills

  • Financial Services
  • admin
  • ifa

Application question

Do you have Financial Services Administration experience?

Reference: 34684823

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