Kingswood Group are pleased to be assisting a successful and ambitious financial services firm with the recruitment of an IFA Administrator to be based in their Bishops Stortford office. 

With ideally a previous background working within a similar industry, the role will support an Independent Financial Advisor and a Senior Paraplanner. 

Duties will include;

• Managing all the calls into the office, taking messages or assisting as required 
• Updating and liaising between clients and colleagues
• Retrieving new and historic information about individual clients
• Ensuring records are up to date of written or electronic communication with colleagues, clients and third parties
• Obtain information to assist with the creation of financial reports
• Creating and presenting letters to Financial Advisers
• Compliance duties 
• Acquiring information on processes in business, tax and any other fields that could benefit the client
• Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
• Keeping up to date with market changes 
• Overseeing the office management ie ordering of office supplies

With working from home 1-2 days a week after probation, this is an exciting opportunity for an individual to join a passionate and professional team. There is progression available depending on your own aspirations and opportunities to study and gain finance qualifications.

Skills required:

• Background within financial services industry desirable
• Excellent written and verbal communication skills
• Excellent telephone manner
• Microsoft Word, Excel and Outlook knowledge 
• Good interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner
• Ability to prioritise work and manage own workload efficiently
• Attention to detail

Benefits offered: 

• 25 days holiday + BH 
• Pension
• Annual bonus 
• Free parking 
• Flexible working