Sales Support Administrator - IFA

1 day left

Recruitment Genius Ltd
England, Hampshire, Eastleigh
£15000 - £18000 per annum
11 Oct 2016
25 Oct 2016
Recruitment Genius Ltd
Contract Type
Part Time
This company celebrated their 10 year anniversary in 2014 having enjoyed continual growth as a Financial Management practice. They are now looking for an additional Business Support administration assistant to join their team. You will provide essential support to their team of financial advisers.

You will be based at their head office in Chandlers Ford, Hampshire. The role is Part Time, 3 days (21 hours) per week for which a salary of between £9,000 and £10,800 is offered (£15,000 to £18,000 full time equivalent). The successful candidate will be eligible for a discretionary annual bonus, 15 days holiday plus bank holidays, pension contribution and free parking.

As a company they pride themselves in offering a personal approach to their clients with a clear service proposition and a transparent fee structure. They believe in assisting their clients become financially well organised, increasing their confidence and bringing them peace of mind.

Key Responsibilities:

- Assisting the Practice Manager with tasks as required to satisfy compliance responsibilities
- Being an Intelligent Office super user
- Initial and Ongoing fee chasing and reconciliation
- Processing New Business files and updating client records
- Prepare and produce client six monthly valuations and annual review reports and documentation
- Ensuring all client files are compliant and all essential paperwork is present
- Dealing with post, telephone calls and day to day para planner support
- Ad hoc projects and tasks

Key Requirements:

- Basic understanding of the Financial Planning process
- Confident to work alone using your own initiative, meeting deadlines, organising and prioritising your own workload.
- Good working knowledge of MS Office, i.e. Word, Excel
- Previous experience using Intelligent Office would be an advantage
- Ability to work as part of the support team, providing input and ideas and ensuring the team as a whole meets is objectives
- Excellent verbal and written communication with a good standard of written English
- Ensuring all processes are followed and compliance requirements are met in a timely manner
- Experience within the Financial Services industry, ideally within an IFA environment


- No essential qualifications are required, however progress towards any financial administration qualification would be a distinct advantage.

This is a great opportunity to join a close team who are encouraged to learn and progress.

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