Financial Administrator

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.