Financial Services Administrator
Farnham
£28-32k
Due to continued growth, our client now have a fantastic opportunity for an organised and competent IFA Administrator to join the administration team.
You will be working as part of a team supporting our IFA’s to ensure we deliver an excellent service for our clients.
The role
On a day-to-day basis you can expect to be:
· Liaising with policy providers for policy details and obtaining policy illustrations.
· Processing new business applications, tracking to completion.
· Preparing documentation for client appointments and meetings
· Responding to email enquiries and liaising directly with clients.
· Sending prepared investment information and reports to clients.
· Ensuring all data entry is completed accurately and within specified timelines.
You will need:
· At least a year’s experience in a fast-paced financial services administration role
· Experience of Intelliflo is desirable but not essential.
· Good communication, literacy and numeracy skills with a high degree of accuracy.
· Excellent interpersonal and organisational skills.
· Good working knowledge of Microsoft Word and Excel.
Benefits
*Company events
*Company pension
*Cycle to work scheme
*On-site parking - on a rota basis
*Referral programme