Financial Administrator - IFA firm
We''re looking for an experienced Financial Administrator to join our team and play a key role in supporting advisers, paraplanners and clients. You will need a strong background in administration and financial services, with exceptional attention to detail, excellent organisational skills and a drive to succeed. The Opportunity This is an excellent opportunity for an experienced Financial Services Administrator who enjoys working in a fast-paced environment, takes pride in accuracy and is looking to build a long-term career within a growing wealth management business. You''ll work closely with advisers and paraplanners, helping to ensure recommendations are implemented efficiently while maintaining high standards of client service. What You''ll Be Doing Preparing and processing new business applications Managing Letters of Authority and provider requests Obtaining pension, investment and protection information Managing provider correspondence and following up on outstanding requests Preparing meeting packs and presentations Supporting advisers and paraplanners with case preparation Assisting with suitability report preparation and business processing Maintaining accurate client records and back-office systems Liaising with clients, providers and professional connections Monitoring and progressing business through to completion Producing accurate documentation in accordance with regulatory standards Using initiative to deal with matters in a timely and effective manner ..... full job details .....
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