Wonderful role opportunity in the Buckinghamshire area for a Skilled Financial Services Administrator or candidate linked to it at a more junior level for office based IFA Firm 9am to 5pm : ).  You will be required to support in FINANCIAL SERVICES ADMINISTRATION THE FINANCIAL ADVISORS AND PARAPLANNERS ON THE ADMINISTRATIVE SIDE AND GET DEVEOPED - You need  ADMINISTRATION skills and a link to FINANCIAL SERVICES in order to cover the Admin role very well. The SUCCESSFUL candidate SHOULD be able to demonstrate a stable employment history and 2+ years’ experience within an IFA practice. A strong work ethic and ability to hit the ground running is desired and required.  YOU MUST BE HUGELY SKILLED ON TEH FOLLOW UP WITH THE ADVISORS AND PARAPLANNERS PAPERWORK ADMINISTRATION LINKED TO THE CLIENTS WHO YOU WILL  FOLLOW UP WITH TOO. :)
TO BE CONSIDERED :- Experience & Skills Required - (Minimum of 6 months in IFA Financial Administrator Role 
Conscientious and organised, with a strong work ethic.

Willingness to learn and openness to being coached/mentored.

Computer literate in Microsoft Office, platforms and back-office systems (Intelliflo).

Excellent communication skills both written and verbal.

Client centric approach.

Good levels of Regulatory and Industry Knowledge.

High attention to detail and professionalism.

Accurate data entry and record keeping skills.

Willingness to study towards EVEN MORE professional qualifications (supported by the firm).
KEY RESPONSIBILITIES LINKED TO EVERY DAY IN THE OFFICE :-
Obtain illustrations,  documentation, fund factsheets, KIIIDs & application forms from Platforms/Providers etc

Review meeting preparation - produce valuations, ensure correct documentation is gathered etc

Completion of product application forms, Trust documentation,  new business submission etc

Monitoring & oversight of new business applications etc

Issue client documentation to the client providers as appropriate eg Paraplanners, Advisors

Electronic ID checks & ensure compliance documentation is present ’on files etc

Accurately maintain client’s personal details and policy information, update fee expectations via Intelliflo and in-house databases.

Deal with and respond to written, telephone and electronic general enquiries from IFAs, colleagues, clients and providers.

FABULOUS OPPORTUNITY AS OUTLIED FOR THE SKILLED or JUNIOR SKILLEDE ADMINISTRATOR IN FINANCIAL SERVICES linked to PENSIONS AND INVESTMENTS ETC.