A fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases. This is a fast paced role and requires great attention to detail and accuracy. You will be working for a growing business that offers ongoing support and training.

Responsibilities:

Managing the Mailbox and answering calls
Maintain and update client files ensuring compliancy
Build relationships with clients.
Provide support to the advisers.
Preparation of client valuations
Preparing recommendation reports,
Process new and existing business reports
Dealing with external providers and professionals
Processing of Questionnaires, recording and filing as appropriate.
Processing probate reports
Preparing more c recommendation reports,
Face to face Meetings with clients. Skills Required

Previous Admin experience in a IFA environment essential
Organisation and prioritisation
Excellent attention to detail
Excellent verbal and written communication skills
Confident using all programmes such as Word, Excel and Outlook
A thorough understanding of IFA terminology