We are recruiting for a financial planning practice in St Albans who are looking to recruit an IFA administrator.
Job Purpose:
To provide administrative support to Paraplanners & Financial Advisers within the business.
Main Activities:
To produce accurate Annual Review Packs for Financial Advisers and process associated tasks
Assist Paraplanners with:
1. Basic advice events, such as fund switches and investment withdrawals.
2. Producing illustrations and reports for new business
3. Processing applications when required
Collate and upload all relevant correspondence to our True Potential back office system
Type letters and draft routine correspondence
Maintain all necessary systems
Skills/competencies:
Familiar with Word and Excel
Good team worker
Good written and verbal communication skills
Highly organised
Able to exercise initiative
Any knowledge on True Potential and/or Defaqto helpful but not essential
Qualifications:
Essential - Educated to GCE 'A’ Level, GCSE English, GCSE Maths
Experience
Ideally some office experience in a similar role/working environment