A fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases. This is a fast paced role and requires great attention to detail and accuracy. You will be working for a growing business that offers ongoing support and training.
Responsibilities:
*Managing the Mailbox and answering calls
*Maintain and update client files ensuring compliancy
*Build relationships with clients.
*Provide support to the advisers.
*Preparation of client valuations
*Preparing recommendation reports,
*Process new and existing business reports
*Dealing with external providers and professionals
*Processing of Questionnaires, recording and filing as appropriate.
*Processing probate reports
*Preparing more c recommendation reports,
*Face to face Meetings with clients.
Skills Required
*Previous Admin experience in a IFA environment essential
*Organisation and prioritisation
*Excellent attention to detail
*Excellent verbal and written communication skills
*Confident using all programmes such as Word, Excel and Outlook
*A thorough understanding of IFA terminology.