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My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.
This is an excellent opportunity for an experienced and dedicated IFA administrator to join a well-established, Independent Financial Adviser based on the outskirts of Woking.
This position requires a working knowledge of Provider Platforms together with IFA back office systems, notably Intelliflo office.
Responsibilities:
• General administration support for the Financial Advisers • Inputting and maintaining the back-office system • Ensuring client files are kept up to date and meet Compliance standards • Preparing Illustrations, key features and application forms • Processing new business, placing trades, submitting pension and investment transfers • Preparing letters of authority, • Contacting Providers and liaising with clients • Preparing valuations and performance reports • Preparing client reviews • Compile client meeting packs
Requirements:
• Experience working for an IFA • Excellent attention to detail • Conscientious and diligent • Preferred experience with Intelligent Office and Wrap Platforms • Working knowledge of Word and Excel • Aware of applicable legislation, guidance and best practice • Excellent command of English, both verbal and in writing • Team player • Punctual, polite and well presented • Locally based or within a reasonable commutable distance from the office (as a fully office based role)
Benefits:
• Salary dependent upon experience• 25 days holiday plus bank holidays • Pension, discretionary annual bonus • Death in service • Support with career development and qualifications • Sociable and professional office environment • Free parking • Company pension • Free parking • On-site parking
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
