FINANCIAL IFA ADMINISTRATION IN PENSIONS AND INVESTMENT, & OFFICE BASED BERKSHIRE AREA :

Reed; Wokingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable financial services firm in Wokingham is seeking a Financial Services Administrator to manage client communications and data. The role requires a minimum of 1 year of experience in financial services, with strong technical knowledge in investments and pensions. Excellent IT skills and attention to detail are essential. This position is 100% office-based and offers the opportunity to provide high-level client service.

Qualifications

• Minimum of 1 year experience in the financial services industry.
• Strong technical knowledge of investments, pensions, and family wealth planning.
• Excellent written and verbal communication skills are essential.

Responsibilities

• Deal with client queries through clear communication.
• Ensure client communication is accurately recorded.
• Collect and maintain client policy information.

Skills

Financial services administration

Detail-oriented

Communication skills

Technical knowledge of investments

Tools

Microsoft Office

Intelliflo

Job description

About the role

Great Financial Services Administrator role in linked to skills in AGREAT COMPANY OFFICE BASED AS OUTLINED :)

Qualifications

Experience & Qualifications YOU MUST BE A SKILLED FINANCIAL SERVICES ADMINISTRATOR, LINKED TOPENSIONS AND INVESTMENTS FINANCIAL ADMINISTRATORSKILLS.A minimum of 1 years’ experience within the financial services industry. Experience using IO is desired, but not essential. Strong technical knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. A very high attention to detail and accuracy is also essential. Demonstratable experience delivering the highest level of service to clients.

Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements. Industry qualifications are desired, but not essential.

Responsibilities

THE LINK TO THE ROLE AND ITS SUIMMARY. Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (IO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser.

Location

Location: Winners, Triangle, Reading. The role is currently 100% office based.

Apply Now

If you have the skills OF A FINANCIAL SERVICES ADMINISTRATOR LINKED TO PENSIONS AND INVESTMENTSand are HAPPY WITH FULL OFFICE BASED IN THIS GREAT COMPANY APPLY BLESS YOU :)