My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.
This is an excellent opportunity for an experienced and dedicated IFA administrator to join a well-established, Independent Financial Adviser based on the outskirts of Woking.
This position requires a working knowledge of Provider Platforms together with IFA back office systems, notably Intelliflo office.
Responsibilities:
• General administration support for the Financial Advisers
• Inputting and maintaining the back-office system
• Ensuring client files are kept up to date and meet Compliance standards
• Preparing Illustrations, key features and application forms
• Processing new business, placing trades, submitting pension and investment transfers
• Preparing letters of authority,
• Contacting Providers and liaising with clients
• Preparing valuations and performance reports
• Preparing client reviews
• Compile client meeting packs
Requirements:
• Experience working for an IFA
• Excellent attention to detail
• Conscientious and diligent
• Preferred experience with Intelligent Office and Wrap Platforms
• Working knowledge of Word and Excel
• Aware of applicable legislation, guidance and best practice
• Excellent command of English, both verbal and in writing
• Team player
• Punctual, polite and well presented
• Locally based or within a reasonable commutable distance from the office (as a fully office based role)
Benefits:
• Salary dependent upon experience
• 25 days holiday plus bank holidays
• Pension, discretionary annual bonus
• Death in service
• Support with career development and qualifications
• Sociable and professional office environment
• Free parking
• Company pension
• Free parking
• On-site parking
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful