Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Duties for this role will include:
1. To provide business support to Financial Advisers, working within the agreed business objectives
2. Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
3. Obtaining relevant information from providers
4. Making outbound telephone calls and receiving inbound telephone calls
5. Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
6. Preparing and submitting applications and supporting documents to product providers
7. To maintain and update client information
8. To assist the Practice Manager with operational projects were requested
9. Pursue personal development of skills and knowledge necessary for the effective performance of the role<...