Ref: DO 3730
This is an excellent opportunity for a Financial Services Administrator / IFA Administrator to join a successful business based in Exeter city centre. Reporting to the Head of Financial Planning, the main purpose of the role is to support Financial Planners to meet business targets, ensure the filing system is kept accurate, compliant and up-to-date, and provide a high level of service to clients. The successful candidate will work well in a team, have excellent organisational skills as well as previous experience of working in financial services administration.
This is a full-time, permanent role, working 5 days per week. Flexible working is available, including a combination of working from home and in the office.
Responsibilities:
- Support the financial planners to meet business targets
- Act as day-to-day point of contact for client service to resolve administrative issues
- Manage financial planner’s diaries by booking meetings
- Help financial planners prepare for meetings
- Assist Paraplanners to conduct product and investment research
- Ensure files are compliant and complete
- Process new business and track to completion
- Write letters to clients and providers as appropriate
- Provide a high level of service to clients, including regular valuations
- Perform general office administrative tasks, such as handling post & emails
- Maintain and update back office systems, including Wrap platforms
- Help organise events and seminars
- Perform other ad-hoc task in the office as required
Requirements:
- Previous experience of working in an IFA admin support role
- Knowledge of FSA compliance procedures would be advantageous
- Experience of delivering exceptional customer service in an office-based working environment
- Personable, with a good telephone manner
- Strong MS Office skills, particularly Word, Excel, Outlook and PowerPoint
- A good working knowledge of Intelligent Office (IO) would be desirable
- A high level of organisational ability, combined with a keen eye of detail
- The ability to prioritise tasks and handle large amounts of paperwork efficiently
- A self-starter, with the ability to organise themselves without close supervision, but able to work as part of a team, particularly with the financial planners
Summary/Closing paragraph:
Our client offers a range of great benefits including, 25 days annual leave plus bank holidays, a pension, and a competitive salary. If you have the relevant skills and experience, please apply via our website.
Closing Date: Please note that we will accept applications up to the closing date, however, all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date.
If you have the skills and experience stated, please apply NOW!
Please note that due to the volume of applications that we deal with, if you haven’t received a response within 3 days of your application, then unfortunately on this occasion you won’t have been successful.
Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.