Job Information

Job Summary

Do you have experience of working in a Financial Advice firm and are you looking to progress your career in Financial Services? If so, our successful Chartered IFA practice is looking for an additional administrator to support one of our Chartered Financial Consultants.

Duties will involve

You will be working as part of a team with the Chartered Financial Consultant`s existing support staff and your duties will include:

• Maintaining client records : Updating the firm`s database
• Requesting and chasing provider information
• Production of portfolio reports
• Preparing client packs
• Producing review letters
• Organising encashments
• Client liaison
• Processing incoming and outgoing post
• Completing Business submission forms
• Supporting the IFA with day to day administrative tasks

Requirements and prospects
Desired skills

• Excellent organisational skills
• Excellent communications skills
• Good team player
• Quick learner
• Knowledge of Word, Excel, Internet and Outlook

Personal qualities

• Honest
• Trustworthy
• Intelligent
• Pro-active
• Friendly
• Polite
• Can do attitude
• Well presented
• Looking for a long-term career in financial services

Desired qualifications/experience

• Minimum of grade C in English and maths at GCSE (or equivalent)
• Ideally, we are looking for a candidate with 2 A-levels (or equivalent)
• Experience of working within an IFA practice would be desired but not essential.

Future prospects

This firm actively promotes staff development and encourages staff to progress through to Parpalanner or Financial Adviser.