Our client is a successful, multi-site company based in Leamington Spa, specialising in the financial planning sector. They are now looking to acquire the services of a hard-working IFA Administrator reporting directly to the Financial Services Office Manager, with the role of providing both clerical and administrative support to ensure the smooth running of the business. This is an excellent opportunity, which would suit an individual who is a self-starter, hard-working and resilient looking to work in a varied, dynamic environment, offering the scope for credible career development. Main Responsibilities:
1. Managing own workflow to ensure tasks are completed accurately and efficiently with deadlines met.
2. Create and maintain filing systems/client files.
3. Arrange meetings/book appointments.
4. Update and maintain the firm’s diary system, records, and registers.
5. Requesting quotes/comparisons as requested by advisers.
6. Retrieving policy information from providers via phone or websites.
7. Submitting new business.
8. Liaising with product providers as and when necessary.
9. Assisting advisers in providing all required information to the paraplanner to create a suitability report.
10. Assisting advisers to provide all required information for client meetings.
11. Type and word-process various documents and electronic information.
12. Create financial reports using sp...