Financial Services Administrator

Farnham

£28-32k

Due to continued growth, our client now have a fantastic opportunity for an organised and competent IFA Administrator to join the administration team.

You will be working as part of a team supporting our IFA’s to ensure we deliver an excellent service for our clients.

The role

On a day-to-day basis you can expect to be:

· Liaising with policy providers for policy details and obtaining policy illustrations.

· Processing new business applications, tracking to completion.

· Preparing documentation for client appointments and meetings

· Responding to email enquiries and liaising directly with clients.

· Sending prepared investment information and reports to clients.

· Ensuring all data entry is completed accurately and within specified timelines.

You will need:

· At least a year’s experience in a fast-paced financial services administration role

· Experience of Intelliflo is desirable but not essential.

· Good communication, literacy and numeracy skills with a high degree of accuracy.

· Excellent interpersonal and organisational skills.

· Good working knowledge of Microsoft Word and Excel.

Benefits

• Company events
• Company pension
• Cycle to work scheme
• On-site parking - on a rota basis
• Referral programme