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IFA Administrator - HNW IFA

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2018-11-07 17:14:431970-01-01Lloyd Recruitment
Job Type Permanent Full Time
Location Guildford
Area Surrey, UK Guildford
Sector Financial Services & BankingOffice Support
Salary 23,000
Currency GBP
Start Date
Advertiser Lee OBrien
Job Ref LO9041
IFA Administrator - HNW IFA
To £23,000
Based: Woking/Guildford 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.

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

Applicants must have a minimum of GCSE grade C (or equivalent) in Maths and English, the client will also consider graduates.

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 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.

Due to the high volume of applications, only candidates who fit the client’s requirements and are shortlisted will be contacted.
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