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We are delighted to be recruiting for a prestigious Financial Services client in Norwich who are looking to appoint an Administrator to their team.
This position entails working closely with a specified adviser providing one to one support on all aspects of business processing including: new business applications, withdrawal of funds, fund switches, administration of existing plans, providing client valuations and review letters.
Previous Skills & Experience:
- Previous experience in administration processes within an IFA practice.
- Experience of Intelliflo and Transact - desirable.
- Knowledge of products and procedures.
- Administration of pensions including drawdown and FAD, investments including WRAPs.
- Articulate, good communication and organizational skills.
- Ability to work within established team structure.
- Ability to prioritise workload and perform to a high standard in a deadline-based environment.
- Attention to detail.
Benefits:
- Free car parking.
- Group DIS.
- Discount scheme and pension following successful completion of probationary period.
Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year)
Hours: Monday to Friday 9am- 5pm
