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SalaryAn established IFA firm, relocating to Tunbridge Wells, are looking for a Financial Service Administrator to join our small team supporting a successful Financial Adviser. We specialise in Pensions, Estate Planning, Protection, Investments & Mortgages.
The ideal candidate should have at least 1 years' experience working within an IFA environment or similar role within the Financial Services sector. The position is varied and includes the following:
- Preparing cases for paraplanning & writing Simple Suitability Reports
- Processing new business including pension transfers, life cover applications & mortgages
- Chasing providers
- Managing Annual Reviews
- Maintaining client records
- Building excellent relationships with both clients and providers
The ideal candidate will need to have knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential.
They will need to be:
- Well organised & adaptable. Be able to prioritise multiple tasks.
- Empathetic
- Have excellent communication skills - both written and verbal
- General IT skills, Microsoft Word & Excel and have an understanding of back-office CRM systems
- Excellent attention to detail
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.
- 25 days holiday per year plus Bank Holidays
- Performance-related bonus paid annually.
- Death in service benefit
- Pension Scheme
- Benenden Health Plan
