SENIOR SKILLED FINANCIAL IFA, ADMINISTRATOR - OFFICE BASED IN THE BERKSHIRE AREA

Reed; England; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking a Senior Financial Services Administrator. The successful candidate will have a minimum of 2 years' experience in the industry, strong technical knowledge of pensions and investments, and excellent communication skills. The role includes assisting with the preparation of annual reviews, liaising with clients, and ensuring compliance with industry standards. This is an office-based role offering a salary between £30,000 to £35,000 along with additional benefits.

Benefits

Competitive salary

Benefits package

Qualifications

• Minimum of 2 years' experience in the financial services industry.
• Strong attention to detail and accuracy.
• Demonstrable experience delivering high service levels.

Responsibilities

• Assist in preparation of annual reviews.
• Liaise with providers and clients regarding business.
• Process and submit new business applications.

Skills

Experience in financial services

Technical knowledge of investments

Understanding of FCA rules

Proficiency in Microsoft Office

Excellent communication skills

Tools

IO system

Intelliflo

Job description

WONDERERFUL GREAT COMPANY RECRUITING A SENIOR FINANCIAL SERVICES ADMINISTRATOR LINKED TO BOTH PENSIONS AND INVESTMENTS AND FAMILY WEALTH PLANNING. ALONG WITH 100 PERCENT OFFICE BASED WITH THE GREAT COMPANY.

STRONG SKILLS REQUIRED CERTAINLY LINKED TO PENSIONS INEVESTMENTS AND FAMILY WEALTH PLANNING :)

AS OUTLINED - EXPERIENCE AND QUALIFICTIONS YOU MUST HAVE SKILLED SENIOR FINANCIAL ADMINISTRATOR LINKED TO THIS FOLLOW UP : -.A minimum of 2 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.

Team Support/Communication REQUIRED.Assist and work collaboratively with other members of the Administration and Paraplanning team.A Senior IFA Administrator is also expected to assist with the training and development of the junior members of the team, as well as new administration staff.On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platform

Day to day duties would involve:

• Assisting in the preparation of annual reviews
• Completion of files to meet Integrity365 compliance standards
• Liaising with providers and clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits
• Assisting in the preparation of simple suitability reports
• Processing and submission of new business (online and postal applications) and monitoring applications
• Input of adviser fees/commission onto IO and the raising of invoices
• Chasing of adviser fees from provider, where required.
• Processing amendments to existing plans e.g. fund switches
• Updating and maintaining client information through Intelliflo
• Personal Diary management in Outlook and Intelliflo
• General administration duties which will include filing electronic documents, binding, scanning etc:
• Great salary linked to between 30k to 35k and nice benefits linked to the great company

IF YOU ARE FULLY SKILLED MINIMUM OF 2 YEARS EXPERIENCE SKILLS LINKED TO SENIOR FINANCIAL ADMINISTRATOR ROLE IN PENSIONS, INVESTMENTS AND FAMILYI WEALTH PLANNING AND SKILLED ON THE IO SYSTEM

GREAT OPPORTUNITY IN A GREAT COMPANY OFFICE BASED