Job Information

Cameron James is working with a national firm of Financial Advisors for an experienced Financial Services Administrator within a successful Practice in Surrey. An excellent opportunity has arisen for a professional, adaptable and experienced individual within the Practice.

The successful candidate will:

• Providing technical support to IFAs and Paraplanner including product research (investment; pension; life assurance; protection); investment fund performance
• All new business and servicing administration
• Preparation of Suitability Letters and Client Reports
• Preparation of regular Valuation Reports for investment clients
• Preparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices
• Submission of life/investment/pension applications (paper; online)
• Dealing with general (existing) client enquiries where no advice is required
• Liaising between clients and IFAs as appropriate (where advice is required)
• Liaison between IFAs and clients with insurance/pension companies and investment companies
• General administration including setting up and maintaining client files and records