Administrator

You will be joining one of the leading financial advice companies in the UK. Clients are at the heart of everything that this company does, and they are actively growing as a result

Does this describe you?

• Recent proven experience working for an IFA or Wealth Management company providing administrative support for an IFA, and a sound understand of the financial planning process – Financial Planning Qualifications would be a bonus
• Thrives on working in a fast-paced environment, a team player but confident in working independently, and organising your workload
• Pro-active in identifying issues for escalation and able to prioritise effectively
• Solid computer skills and a good ability and willingness to learn new software
• Excellent communication and interpersonal skills
• A clear and concise communicator both orally and in writing, and able to deal with individuals at all levels
• Articulate with good report writing skills

 In this role, you will be:  

• Liaising with advisors and clients, providing a full range of administrative support
• Liaising with clients on the telephone, answering incoming calls and taking messages, and managing client emails
• Assisting the advisers in the preparation and collation of documents and information in readiness for client meetings
• Liaising with product providers and other third parties
• Emailing communications, updating both client files, and the database
• Preparing Annual Client Review Reports
• Obtaining Fund Values and the preparation of compliance/provider documents and any ad hoc projects

This really is a great opportunity for an ambitious, dynamic and motivated individual. You will be joining an exciting and growing organisation who can offer job security, a competitive remuneration and an excellent benefits package, along with a welcoming and friendly working environment.