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Service Service Employment Agency Limited
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Norwich, Norfolk
Financial Services Administrator (IFA practice experience essential)
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
My client is looking for an experienced Financial Services Administrator who can provide support to their existing team of Administrators, working along side their Financial Planners. This is a small family orientated practice offering stability and a great working environment. Our client offers an excellent re-numeration package Salary - up to £24,000 (negotiable) DOE Pension Death in service 25 days holiday Key skills Relevant experience of working in an IFA environment is preferred You will have attained the Financial Administration qualification from the Chartered Insurance Institute (or equivalent) or is working towards it You will have effective use of IT including, Excel, Word, Outlook and relevant internal systems and databases including IRESS software and investment platforms You will be client focused, able to provide excellent level of client service You will have good written and oral communication skills at all levels, high level of accuracy and attention to detail in all areas of work You will be able to provide transcription services to the team Key responsibilities You will process administration queries relating to all financial planning areas including Pension, Investments & Group Schemes from submission to completion in adherence with agreed time-scales You will carry out all client administration in line with office procedures. You will deal with client queries (non-advice issues). You will ensure new business is packaged up timely & accurately including the preparation of appointment packs You will check Policy documentation/acceptance terms You will liaise with Paraplanners and Advisers in relation to client work You will maintain compliant client records in the office electronic folders and on the back office system You will co-ordinate & assist with training for the administration team