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SalaryAn established IFA firm are relocating to Tunbridge Wells and are looking for a Financial Service Administrator to join our small team supporting a successful Financial Adviser.
This role is varied and includes preparation of cases for paraplanning and simple suitability reports, processing new business, chasing providers, maintaining client records and lots of client liaison.
The ideal candidate will be well organised, empathetic, have excellent written and spoken communication skills, possess good attention to detail, be adaptable and have excellent basic numeracy. You will need to be able to manage and prioritise multiple tasks. Familiarity with Microsoft Word and Excel, as well as good general IT skills is essential. We are looking for someone with experience in Financial Services. The role is fundamentally office-based support, but we will consider some working from home or flexible working for the right candidate.
Salary level dependent on experience.
