20,000 - 24,000
HOURS: 9:00AM - 5:00PM Monday to Friday
1000 SALARY INCREASE WITH EACH PASSED EXAM!
Our Client, a firm of Established and professional firm of Independent Financial Planners is now looking to recruit an additional Administrator to join their friendly team.
Candidates MUST have previous experience working in a similar role within an IFA firm and should be able to work autonomously with minimum supervision. Therefore, someone who can hit the ground running would be ideal.
Supporting a team of busy Advisers daily duties will consist of;
\" Prepare and maintain client files
\" Undertake research and prepare & implement recommendations
\" Complete client review reports
\" Make changes to clients\' investment portfolios upon instruction
\" Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
\" Call management/Client contact
\" Submission of new business to Platform and Off-Platform administration teams
\" Updating static information
\" Preparing valuations
\" Assisting Advisers with fact find input
\" Task and workflow management on back office system.
\" Document Management.
\" Experience of using Defaqto, FE Analytics and iPipeline research tools
\" Experience of using Intelligent Office back office software
\" Understanding of model portfolio fund research and analysis
\" Understanding - Health & Safety at Work, Data Protection and Money Laundering