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Our client, a well established and highly successful wealth management firm based in Gerrards Cross, is looking to recruit an experienced, enthusiastic Administrator with excellent attention to detail.
Experience in an IFA firm is essential.
This role is Mon to Fri, office based, 9am - 5pm and starting salary is circa £30k plus benefits.
Key Responsibilities:
- Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from platforms/providers as required
- Review meeting preparation - produce valuations and ensure correct documentation is gathered (risk profiling, factfind, client agreements, etc.)
- Completion of product application forms, Trust documentation and new business submission (platforms)
- Issue client documentation to the client/product providers as appropriate
- Perform electronic ID checks and ensure compliance
- Accurately maintain clients' personal details and update policy information and amendments, 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
- Maintaining relationships and contacts with providers to ensure a professional service
- Deal with any resulting fee and commission queries from the finance team
- To produce accurate, regular and ad-hoc client valuation schedules
Experience and Skills:
- Experience working in an IFA firm with 2+ years' experience within a similar role
- Conscientious and organised, with a strong work ethic
- Willingness to learn and openness to being coached/mentored
- Computer literate in Microsoft Office suite, platforms and back-office systems (Intelliflo essential)
- 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
Benefits:
- Competitive salary (dependant on experience)
- Workplace pension
- Westfield Health cash plan
- Career progression (exam support) and ability to take on higher level work
- Generous holiday entitlement - 25 days plus UK Bank Holidays plus time off between Christmas and the New Year
Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days.
As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.
