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:
* To provide business support to Financial Advisers, working within the agreed business objectives
* Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
* Administrative support to encompass the processing of new business and client valuations
* To maintain and update client information
* To assist the Practice Manager with operational projects were requested
* Pursue personal development of skills and knowledge necessary for the effective performance of the role
The candidate:
* Good working knowledge of Microsoft Office & Outlook
* Knowledge of XPLAN Software and industry software
* Relevant experience within Financial Services
This is an exce...