1. Trainee IFA Administrator
2. Wealth management firm near Stockport
About Our Client
Due to internal promotions, this firm is looking to recruit an entry level role and allow someone to take on a role that will offer progression as well as study support.
Job Description
As Graduate Financial Services Administrator, you will be responsible for:
3. Managing client review service cycle end to end
4. Coordinating with clients to arrange annual reviews
5. Preparing review packs - preparing valuations, checking compliance documents etc
6. Maintaining client data on in house system
7. Attending client meetings with advisers, taking notes/minutes, and preparing file notes
8. Preparing and sending relevant paperwork to clients on behalf of adviser
9. Ad hoc data projects
The Successful Applicant
The successful candidate for this Graduate Financial Services Administrator role must have:
10. Experience, ideally, within an IFA or similar financial services business
11. Understanding of pensions or investment would be nice to have
12. Strong attention to detail and work accurately
13. Self motivated and willing to take initiative
14. Strong organisational skills with ability to adapt and multi-task
15. Experience of Intelligent Office or similar would be advantageous
What's on Offer
You will get in this role:
16. £22,000 with view to rise after successful probation
17. 26 days holiday plus birthday off
18. Christmas shutdown
19. Flexible working hours
20. Work from home available 50% of the time after probation completed
21. Company pension
22. Life assurance
23. Study support for relevant qualification