We are currently recruiting for a Financial Planning practice in Ascot who are looking for a Financial Services Administrator to join their team.
They are looking for an experienced, organised and proactive IFA administrator to join their Financial Planning team.
The IFA administrator will be required to provide full pre and post sales support to the paraplanning team and the partners/Adviser, including processing documentation compliantly, preparing appointments and dealing with client queries. You will also ensure that clientdocumentation / requests are accurately processed and completed within the required time scales and in accordance with the compliance guidelines as defined by the Company.
This vacancy offers a great opportunity to work within an established financial services team with a private and corporate client base with the main focus of the role to provide full administration support within a growing department with the genuine desire to contribute to the future development of the business.
Duties and responsibilities
Skills and qualifications
Financial Services Administrator - Ascot • Ascot, GB
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