Financial Services Administrator

This hybrid, Financial Services Administrator job in Westerham
is ideal for current Administrators within financial services keen to join a
growing company which has exciting plans ahead!

You would be providing financial planning administration
support to their team of Financial Advisors, who provide holistic financial
planning to clients. The business values the role you play and recognises your
worth in helping the whole team to deliver a quality service.

As an IFA Administrator, you will be focused on undertaking
efficient administrative support and undertaking personal assistant duties to
manage client relationships. Your responsibilities will include:

• Processing
  and chasing new business
• Obtaining
  illustrations, projections and valuations
• Answering
  and assisting with client queries
• Accurately
  update and maintain information on their back office system
• Prepare
  documents for suitability reports
• Liaise
  with clients and providers
• Prepare
  client meeting packs

Financial Services Administrator Requirements

• You
  should have experience as an Administrator within a financial services
• You
  should have good knowledge of financial planning processes, products and
  how a Financial Advisor operates
• You
  should have good PA skills of liaising with clients and managing diaries
• You
  should be motivated by the prospect of joining a growing business and the
  exciting change this brings

The Company

This growing IFA firm is led by highly respected names
within the industry, accompanied with the backing of a private equity firm.
They are currently on a rapid growth phase of the business, with already £4.5bn
of AuM, which will continue to grow. They openly recognise to achieve such
success is dependent on having the right people in the business, as such they
are looking to build a strong team of passionate and skilled team members.

Financial Services Administrator Benefits

• Salary
  of £26,000 – £32,000
• Plus
  company benefits including 4x DIS, PMI, Group Income Protection, Employee
  Assistance programme, medicash, 5% pension (company matched up to 10%),
  discretionary bonus of 10% and 28 days holiday + bank holidays, rising up
  to 30 days
• Hybrid
  working with 60/40 split of office and home working
• 37.5
  hours per week
• Excellent
  career progression, with individual development plans shaped around your
  desired career path

Locations

Westerham

Call us now on 0208 0044 154 or click Apply

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