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Reed
,
Slough, Berkshire
Financial Services Administrator
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
IFA Administrator – West of Central London – 35k Full or Part-time(Pro-Rata) The successful candidate must have the knowledge encompassing Investment, pensions, protection, trusts and Inheritance planning. To understand compliance and governance required by the financial conduct authority and be able to undertake duties Involving: FCA – Compliance Support Financial Adviser Assess client enquiries relating to their investment portfolio/pensions plans, assess taxation and implications in order for the request to be serviced by the IFA Prepare portfolio valuations Client facing, meet & greet, manage communications Various operational and reporting tasks required weekly, monthly, yearly and adhoc What would help in application for this role? If you have submitted a tax return If you have been authorised or regulated by the FCA in your last/current role Knowledge of the following - P60s, P11d's, class NICS contributions, audited accounts and corporation tax If your application is successful you will be contacted by the recruiter directly Due to high levels of applications not everyone who applies will receive a response