- A genuine chance to progress from administration through to a Paraplanner or Advisor role long-term.
Training and progress through to Diploma status and beyond encouraged
- Do you have paraplanning, IFA admin or general Financial Services admin/customer service experience? Read on.
The Company: Our client is a renowned private investment and wealth management business that is committed to providing a high level of customer service as well as an incredible support to their employees. They have grown to 12 staff and have a fantastic atmosphere in the office, so team fit is really important.
The Role: You will be expected to work alongside the IFA’s as part of the Administration and Support Team assisting them in the servicing of existing clients, whilst adhering to strict FSA regulations and internal policy and procedure. Excellent training and development is available with full support and encouragement to complete industry qualifications and CPD. The main elements within your brief include:
Investment administration and fund switches for a big part of this role
Obtaining literature and forms from providers and pre-completing basic client details
Contract note reconciliations and maintaining client records
Processing new business applications (Investments, Pensions and Life business)
Conducting electronic checks for new and existing clients, periodically requesting AML documents from clients
Liaise with product providers to ensure all applications are received, completed and attend to outstanding requirements, communicating with the relevant Adviser
- Handling a variety of customer enquiries
Skills / Experience Required: You should have solid administration or customer service experience within the financial services or banking sectors - any background dealing with investments, pensions and life products would naturally be an advantage. A good working knowledge of Word/Excel/Outlook is required, a professional and committed approach to work, a drive to develop within the industry and able to work under your own initiative.
Additional Information: The salary for this role ranges from £19,000 to £25,000 and in addition there is 25 days holiday, DIS and Income Protection.
The IFA Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 20 years experience in this field. Areas of expertise include pensions, sales support, employee benefits/group risk, compliance, flexible benefits, paraplanners, underwriting, customer services and IT related roles. We predominately focus on London and the Home Counties, although we have also been successful in offering national solutions and overseas. Check the website and feel free to call Darren Snell at any time.
- Administrative Support
- Financial Services
- Wealth Management
- Sales Support