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IFA Administrator SW London - £38k + Discretionary Bonus

Posted 15 January by Upgrade Recruitment Featured Ended

A small, independently run financial advisor are seeking to hire a Financial Services Administrator to join their growing business. With turnover currently operating at £800k and plans to grow this to £3million by 2020, it is an exciting time to be joining the firm.

Reporting directly into the Operations Director you will have a large number of responsibilities within the business, divided into 3 sections. Working alongside industry experts you will benefit from working alongside a team of world class Financial Planners

Business Processing

Check accuracy and completeness of new business documentation
Ensure that all business applications are processed accurately and efficiently
Record fees
Liaise with product providers to ensure timely and accurate responses to clients
Production of portfolio valuations
Ensure fund switches / rebalances are carried out accurately

Client Servicing

Provide friendly and professional point of contact for clients and enquiries
Create and maintain accurate client records on back office systems
Prepare client documentation and correspondence pre and post meetings
Organise and diarise client meetings


Organise client review meetings as per annual review process
Prepare client review documentation as per the annual review process
Support FPs in delivery of reviews

In return for your work and knowledge you will be rewarded with an excellent salary of £38k+ discretionary bonus.

The experience and skills we are looking for include:

Knowledge of Financial Services Products
Experience working within a financial planning environment
Excellent interpersonal skills to maintain client trust
Knowledge of financial services back office systems
Knowledge of Intelliflo would be an advantage

Hours Monday to Friday: 08:30 - 17:00 although these are flexible for the right individual

The role is based in South-West London, not far from Wimbledon station with excellent transport links

If you would like to register your interest in the role please contact Will at Upgrade Recruitment, or apply directly here.

Reference: 34164427

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