Administrator - HNW Independent Financial Advisers
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| Job Type | Permanent Full Time |
| Location | GU22 0RN |
| Area | Surrey, UK |
| Sector | Financial Services Office Support |
| Salary | Up to £23500 |
| Start Date | |
| Advertiser | Lloyd Recruitment |
| Telephone | 01372 818 299 |
| Job Ref | LO10765 |
- Description
- Based Woking / Guilford area.
I am recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team.
Applicants must have a genuine interest in working within the financial services industry and should be prepared to study towards industry renowned professional qualifications as part of their professional development. The client is more than happy to consider application from fresh graduates looking to build their career within the IFA sector.
This is a fantastic opportunity to join a leading Chartered Financial Planners practice; they offer a friendly and professional working environment, and the chance to work alongside some extremely well qualified and experienced staff. They actively support and encourage study towards professional qualifications.
The administrator’s role is to provide full administrative support to the advisers and paraplanners. The main duties include:
Sending out Advisory letters and enclosures
Composing Asset Allocation spreadsheets
Answering and dealing with client queries
Scanning meeting notes and creating diary entries on 1st Software
Dealing with incoming/outgoing post
New client administration/onboarding
Ensuring all client information is correctly recorded on 1st Software system
Producing valuations and carrying out quarterly and annual reviews
Any experience gained within the financial services arena would be adventurous however the client would like to see some general administrative experience as a minimum. A genuine interest in the pensions and investment arena is essential, as is the motivation and commitment to achieve professional qualifications.
The client is keen to receive applications from fresh or recent graduates who want to launch their career within the financial services arena.
They are also keen to receive applications from those with general administrative experience, ideally within a more technical/regulated industry, who are keen to move across and continue their professional development within financial services.
The successful candidate will possess first class communication skills (both written and spoken), be highly conscientious, well organised and have a keen eye for detail, and able to work both in a team environment and on their own initiative.
NB: Lloyd Recruitment Services would like to thank you for taking the time to apply to this vacancy. However, unfortunately due to a high number of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within seven days, please assume that you have not be shortlisted on this occasion. However please do join our Facebook community, to be the first to see our new positions.
Key Words: Administrator, Admin, Pension, Investment, Advisor, 1st Software, First Software, Regulated Diploma in Financial Planning, Financial Advise, Independent Financial Advisor, Paraplanner
