Financial Services Administrator

Our client is a reputable and well-established firm of Independent Financial Advisers seeking to appoint an additional Administrator to join their close-knit team. Working in collaboration with Financial Advisers, and a team of Paraplanners where the successful Candidate will be responsible for -Processing new business applicationsCreating Client Valuations & IllustrationsLiaising with Product Providers & third partiesPreparing pre-meeting documentation for AdvisersAssisting paraplanning teamProviding administrative support to a teamBe a point of contact for Paraplanners for technical administrative queriesGeneral Administration dutiesClient ContactAdministrative Assistant Skills and Qualifications : A wide knowledge of the different administrative roles and varied industry productsAt least two years experience of working in administration within a busy IFA officeExcellent prioritisation skills to meet, if not exceed, deadlinesThe ability to manage expectations of all staff and clientsA good working knowledge of online provider platformsIdeally, some Financial Planning Certificate / RO exams (but not necessary)NJR 15493

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