Job Details

IFA Client Services Administrator

Sector:Financial Services

Region : Greater London

Location: EC3N 2LY

Salary: salary Neg DOE

Job Ref.: CL0611FSL

Job Information

Our Clients Established in 2000, has become a driving force within the independent financial advisory and employee benefits sector.
With a network of locations spanning the UK, they give their clients the power to take control of their financial future by delivering specialist advice on a local level, with the reassurance and support of a national operation.

We are recruiting for their London Office based in the heart of the City.

Client Support : London
We are looking for an Administrator to join the Client Support Team at our clients’ London branch. This role will be suitable for someone who has a background as an administrator within the financial services industry, either working for an IFA or Insurance Company. You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable.
The role requires an individual who is experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times.
Successful Candidates will have:
? At least 2 to 5 years experience working for an IFA or Insurance Company
? Suitable technical knowledge
? Education to A Level standard, with at least 5 GCSE’s, including Mathematics and English
? Computer literacy with the ability to use Microsoft Office and ideally have experience of using Enable/Fusion or Advisor Office (Iress)

Candidates will ideally have:
? Proven experience of delivering an effective client support service to Corporate Clients in relation to their staff group pension and related employee benefit arrangements. Experience of working on Private Clients and their financial planning services and product needs would also be a helpful but not essential;
? A current working knowledge of dealing with Pensions, Investments, Group Risk and Protection business
? Experience with providers such as Life Assurance companies
? CF1 or suitable industry qualifications (desirable)

This role offers an impressive benefits package which includes:
? 23+ days holiday and the opportunity to increase with service years
? Company pension, life cover and health schemes
? 4 x Death in Service