Due to strong organic growth, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of an experienced IFA Administrator in Marlborough.
Our client has built a solid reputation in the local market for offering exceptional client service and specialist advice. It provides expert advice across a range of financial products from the whole of the market, to both private and corporate clients. Encompassing a wealth of expertise through a highly successful team of Independent Financial Advisers, it is also part of a much larger national group of Financial Planners.
You will be an integral part of the advice process, with the main purpose of the role being to provide administrative support to the firm’s Financial Consultants. You will prepare and issue review packs and manage the delivery of a regular review service. You will process new business, managing/ tracking cases through to completion, checking files for compliance and completing any work needed in order to meet compliance standards. Supporting Financial Consultants in the delivery of wealth solutions, you will manage diaries in order to make sure clients receive the full review service.
Due to the predominantly high net worth clients and nature of cases you will generally be dealing with, it is essential that you have experience of working within financial services as an Administrator. In addition, you must have a working understanding of a wide range of pension and investment products, as well as having a good general knowledge of the financial market. Organisational skills and the ability to manage and prioritise a diverse workload are paramount, as is the ability to manage relationships and expectations at all levels.
In return, you will receive a competitive basic salary, together with an attractive array of additional benefits. Our client also invests heavily in staff development, actively encouraging you to gain further qualifications.
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