Administrator Financial Services (IFA Administrator)

Company
Elite Recruitment
Location
Worthing
Salary
£19,000 - £22,000
Posted
10 Oct 2016
Closes
12 Nov 2016
Sector
Business
Function
Clerical, Secretarial
Contract Type
Permanent
A busy Wealth Management/Financial Advisory firm based in Worthing seeks a Financial Services Administrator (IFA Administrator) who can provide a full range of administrative support, dealing with both private clients and group benefit schemes. Role: ? Answering queries from clients in a precise and polite manner. ? Undertaking product and fund research. ? Producing client proposals and reports. ? To ensure records are maintained and accurate. ? To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures. ? To assist with other office duties when required. ? Administer Group Risk and Pension schemes Requirements: ? Previous administration experience in an IFA environment. ? Excellent organisational and communication skills. ? Ability to manage and prioritise a variety of work tasks. ? Comfortable working in a small team environment. ? Thorough knowledge of the Microsoft Office package. Ideally, we are hoping to hear from people that have worked within a Financial Advisory firm before and therefore have technical knowledge of life, pensions and investments and the associated administration formats. Hours 37.5 hours (Monday to Friday) Salary £19,000 - £22,000 (negotiable dependent on experience)