IFA Administrator, Hertfordshire. Up to £35,000 plus good benefits and annual bonus.
We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within an IFA.
This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services (Paraplanning, then Adviser).
The role:
*You’ll be in a team of Administrators, who work closely with Paraplanners and support a small number of Financial Advisers
*General administration and maintenance of client files
*Processing new business applications using various platforms
*Ensuring that financial transactions are completed correctly & compliantly
*Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings
*Liaising with product and system providers
To apply:
*You must have previous experience gained in Financial Services preferably within an IFA.
*Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
*Financial Services exams a distinct advantage, but not required (they offer full support towards these).
*Customer focused. Ensuring the customer is always provided with the highest possible service.
*Solid working experience of Word, Excel & Outlook.
*IO experience a distinct advantage.
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.