A long-standing and highly respected Chartered Financial Planning practice in West Yorkshire is seeking an experienced Administrator to assist with the ongoing servicing of its existing clients.
Being established in the local market for over 30 years, this advisory practice has gone through various acquisitions over the years, becoming a leading player in the ‘regional IFA’ arena. As a result of its continued organic growth, fuelled through the continued development and evolution of its existing client base, it now requires a technically competent individual to fulfil a hybrid role within its highly successful office-based team.
The main responsibility of the role is to provide administrative support to a busy team of IFA’s. The role will include the processing and submission of new business and policy tracking, as well as the preparation of annual reviews for Adviser’s client meetings. You will also be required to obtain quotes, assist with product research and financial reports as and when appropriate. You must maintain up to date product knowledge in order to ensure reports are technically accurate. You will also be responsible for day to day administrative tasks such as database management, operating client review systems and the managing of an IFA’s diaries.
Ideally, you will have some experience within Financial Services and more specifically, in areas such as investments, life and pensions. Level of experience is not particularly significant, but you absolutely must have experience of using Avelo/ IRESS (1st back office system). The role requires you to develop and maintain strong relationships with clients and providers; therefore you must have excellent interpersonal skills and be an effective communicator. Demonstrating a keen eye for detail, you will be highly organised and able to manage a sizeable workload. It is by no means essential that you hold any industry qualifications, though this would obviously strengthen your application.
In return, my client is offering an attractive salary and benefits package. You will also enjoy a training and development programme that will enhance your opportunities for career progression.
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