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Form of work
SalaryA rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth.
Applications are welcomed from administrators, case managers and Junior Paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
Job Skills
Strong previous administration background
Excellent organisational skills
Able to self-manage their day
Self-starter
Works well to deadlines
Ability to track work and provide chasers to ensure work is completed efficiently in a timely manner
Telephone skills, both incoming and outgoing
Works well under pressure and able to reorganise their day to meet urgent requests from the team
Works well in a team as well as on their own
Takes initiative when completing tasks
Willing to learn new skills and develop more complex financial administration skills over a 12-18 month period
Report writing and research
Tasks
Issuing reports and letters, completed by the team to clients.
Completing application forms on behalf of clients.
Issuing forms to clients and sending completed forms to providers.
Actioning post received in the office and via head office.
Business submissions.
Annual Review submissions.
Chasing outstanding applications/transfers/other work
Tracking outstanding submissions
Preparing packs for client meetings
Manage a diary chasing system
Issuing letters of authority to providers, tracking receipt of form by provider and chasing required information.
Housekeeping of in house system.
Filing, scanning and general housekeeping
The successful applicant will have
A minimum of 1 year of financial services experience.
Level 4 Diploma or working towards.
Ability to engage with colleagues and clients of all backgrounds.
Excellent organisational skills.
Due to the anticipated high level of interest in this opportunity, if you have not heard back from your application within 7 days, please assume that you have been unsuccessful on this occasion.
