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Financial Adviser Support Administrator

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Woking

First 4 Personnel (& Temp) Ltd

Permanent

£23000 - £24000 per annum + benefits

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Due to growth, a local IFA is seeking two additional Support Administrators to the Financial Advisers including:

  • Managing inbound client queries
  • Creating Asset Allocation Spreadsheets
  • Sending out Advisory letters and enclosures
  • Managing diary appointments on Adviser Office (First Software)
  • Managing tasks and work in progress on Adviser Office and scanning in meeting notes
  • Setting up new clients including letters, invoice and details of service letters
  • Manage incoming and outgoing post
  • Monitor and action diary actions to deadlines, updating Adviser Office
  • Monitor and pass to adviser Client reviews
  • Valuations to be produced at this time and passed to supervisor for checking

Skills / Experience:

  • Financial Software – Adviser Office (1st) very desirable
  • IT systems – Outlook, MS Word essential, Excel
  • IFA Office procedures and compliance
  • Up to degree standard - preferred
  • At least 2 years relevant experience in an IFA environment

Benefits: Annual discretionary bonus and (usually) salary increase at the rate of RPI, Death in service, contributory pension and health plan, 22 days holiday + BH

This ad has expired but these jobs from First 4 Personnel (& Temp) Ltd are still open for applications

Jobs in these similar sectors might interest you..


You can start a new job search here