Financial Planning Administrator

• £30,000
• Based in Guildford
• 28 days holiday
• Flexible working after probation (1-2 days from home)
• Discretionary bonus (has been 4-10%)
• Death in service
• Income Protection
• Free parking on site

Overview:

An excellent opportunity has arisen for a financial planning administrator to work in our team.  We are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they receive a high level of service.

Job specification:

• Provide financial advisers will full administrative support.
• Preparing client packs for annual reviews and ad-hoc meetings.
• Arranging internal fund reviews.
• Process new and existing business.
• Dealing with providers such as Standard Life, Quilter, AJ Bell, Aviva, Canada Life and more.
• Liaise with other professionals such as accountants, solicitors and product providers.
• Dealing with client queries – income, withdrawals, change of details, requests for information.

Person specification:

• Attention to detail
• Experience working in an administrative capacity
• Excellent verbal communication skills – telephone and written word
• Confident using all programmes such as Word, Excel, and Outlook

Apply now for more information