Hybrid Financial Services Administrator – Wealth Management

polkadotfrog Limited; Horstead with Stanninghall; Hybrid; GBP 25.000 - 35.000; Vollzeit

Benefits dieser Stelle

Hybrid working

2 days from home after training

Zusammenfassung

Polkadotfrog Limited is assisting a highly regarded Financial Services business near Norwich to recruit a Financial Services Administrator to join a friendly and supportive team.

You will be joining a close-knit, wellbeing-led environment where staff are valued and given tools to succeed. The role supports a busy client services team in delivering excellent client service in an IFA/Wealth Management context.

Qualifikationen

• Experience in a Financial Services Administration role, preferably within an IFA or Wealth Management environment.
• Familiarity with FS platforms such as Intelliflo, Xplan.
• Excellent attention to detail, particularly when gathering data and preparing valuation reports.
• Strong written communication with experience producing professional emails and letters.

Aufgaben

• Day-to-day general office duties including answering calls, scanning, filing etc.
• Updating the internal task management system
• Managing appointments and greeting visitors
• Preparing client letters and illustrations
• Requesting plan information and assisting with preparations for client meetings
• Producing portfolios for clients
• Completing online submissions for pension and investment applications
• Fund switch trading on investment platforms

Kenntnisse

Attention to detail

Written communication

Client services experience

Financial services knowledge

Tools

Intelliflo

Xplan

Jobbeschreibung

Polkadotfrog Limited is assisting a highly regarded Financial Services business near Norwich to recruit a Financial Services Administrator to join a friendly and supportive team.

You will be joining a close-knit, wellbeing-led environment where staff are valued and given tools to succeed. The role supports a busy client services team in delivering excellent client service in an IFA/Wealth Management context.