Type of Position: Financial Administrator (IFA) - Ashford, Kent
Pay: £30,000
Reference: #3315442
Key Responsibilities:
* Supporting the businesses financial advisers with administration/support duties relating to a range of Investments and
* Pensions, including SIPP providers and pension drawdown cases.
* Preparing and maintaining client files and annual review packs, including valuation statements.
* Client liaison and responding to client requests.
* Using providers platforms to complete transactions and request policy information.
* Adherence to GDPR regulations and client confidentiality.
Looking for a candidate:
* Understanding of the Financial Planning process.
* Able to work within defined business processes.
* Ability to achieve agreed outcomes without supervision.
* Able to prioritise and plan own workload.
* Excellent inter-personal skills, both written and verbal.
* Ability to multi-task and prioritise effectively.
Essential Skills include:
* To be a logical thinker that uses initiative
* Excellent attention to detail
* A knowledge of financial services
* Experience with Intelligent Office
Benefits include:
* Salary depending on experience & qualifications
* Company pension scheme
* 26 days holiday
* Yearly bonus
* Free parking
* Life insurance
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