Financial Services Administrator

MB Fitzgerald
27 Nov 2016
08 Dec 2016
Contract Type
Full Time
MB Fitzgerald are currently working with a National firm of Independent Financial Advisers who are looking to augment their back office team, by securing an experienced Financial Services Administrator to work out of their financial planning department at their Leeds office. You will be working in a professional office environment and provided with a competitive salary package and full support to study further industry exams. You'll be dealing with a wide variety of administration with a busy IFA firm, supporting the team of Advisers/Directors, with such areas as new business processing and quotations. Duties will involve: Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firmsPoint of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.Preparation for client meetings and attend as and when required.Request policy information from third party policy providers.Coordinate and produce client valuations as part of the advice delivery process.Maintain client records in accordance with internal Compliance requirements. You must have experience as an administrator within an IFA firm. Ideally you will be part qualified or studying for the RO/JO/CF exams and someone who can work well as part of a team to achieve various tasks on a daily basis. Click and apply ASAP, as a short list is being drawn up for my client, as we speak.