Job Information

Our Clients based in Milton Keynes are a highly successful and qualified team of Chartered Financial Planners. Due to continuing success they require an additional experienced Financial Services (IFA) administrator.

Purpose of the role:
To join a highly motivated team of individuals
To provide business support to Financial Advisers, working within the agreed business objectives
To maintain the highest possible ethical and professional standards at all times
Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
Providing accurate information to the management team when requested

Responsibilities
Administrative support to encompass the processing of new business and client valuations
To compile basic suitability reports from structured templates
Preparing agendas and paperwork for client review meetings
To act as a liaison, point for clients and providers
To maintain and update client information
To assist the Practice Manager with operational projects where requested
Pursue personal development of skills and knowledge necessary for the effective performance of the role
The ideal candidate would be supremely organised, pro-active with an ability to multi-task and have great interpersonal skills. The main focus of the role is to provide administrative support and valuations for two advisers, act as a liaison between work colleagues, advisers, clients and providers, alongside compiling basic suitability reports. Full training will be provided. Ideally you will have experience of working for Corporate and Private clients
There will be a supportive environment for continual learning plus further development through CII.

25 days holiday
Salary flexible in the region of £24,000
Will consider full or part time hours