Financial Adviser Support Administrator
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Salary
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£23000 - £24000 per annum + benefits
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Location
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Woking
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Contract
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Permanent
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Due to growth, a local IFA is seeking two additional Support Administrators to the Financial Advisers including:
- Managing inbound client queries
- Creating Asset Allocation Spreadsheets
- Sending out Advisory letters and enclosures
- Managing diary appointments on Adviser Office (First Software)
- Managing tasks and work in progress on Adviser Office and scanning in meeting notes
- Setting up new clients including letters, invoice and details of service letters
- Manage incoming and outgoing post
- Monitor and action diary actions to deadlines, updating Adviser Office
- Monitor and pass to adviser Client reviews
- Valuations to be produced at this time and passed to supervisor for checking
Skills / Experience:
- Financial Software – Adviser Office (1st) very desirable
- IT systems – Outlook, MS Word essential, Excel
- IFA Office procedures and compliance
- Up to degree standard - preferred
- At least 2 years relevant experience in an IFA environment
Benefits: Annual discretionary bonus and (usually) salary increase at the rate of RPI, Death in service, contributory pension and health plan, 22 days holiday + BH
This ad has expired but
these jobs from First 4 Personnel (& Temp) Ltd are still open for applications
Jobs in these similar sectors might interest you..
You can start a new job search here