Business Assistant (Financial Services)
- Recruiter
- Anonymous
- Location
- Stevenage
- Salary
- GBP26k - GBP30k Plus many benefits
- Posted
- 05 Jan 2017
- Closes
- 20 Jan 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
This is a really nice company to work for who are well established. The offices are modern and there is free parking on site. Close to the train station and town centre etc and you get lots of benefits including life cover, contributory pension, permanent health insurance and 25 days holiday. Hours are 9 - 5.
The person we are looking for will be someone experienced in financial services administration and you will possess an appropriate industry qualification, have a good all round product knowledge, and have previously worked for an IFA. An excellent telephone manner and an eye for detail are essential. You will be confident working independently as well as part of a team. Experience of using Intelligent Office would be an advantage but is not essential as full training will be given. A knowledge of the Microsoft Office suite of products will be needed to carry out the role.
Duties of the Business Assistant:
Providing vital support to the Advisers and acting as the technical interface between the Advisers and the clients by:
• Assessing of files following client meetings
• Establish client objectives
• Liaise with Advisers, Administrators and Managers
• Production of quality, accurate, compliant letters, analysis, reports and summary sheets
• Analyse existing financial products. Research and recommendations with full audit trail.
• Report Writing, preparation of suitability letters, including preparation of spreadsheets.
• Processing new business, including inputting onto our back office system Intelligent Office.
• Preparing Wrap new business, and meeting packs (AXA Elevate, Ascentric & Standard Life).
• General administration - i.e. dealing with the more complex Letters of Authority and collating information, ensuring Advisers & clients are kept informed.
• Dealing with client queries raised by either client or insurer/Adviser.
• Responsible for ensuring own knowledge kept up to date and to notify colleagues of any relevant developments.
Requirements of the Business Assistant:
• At least 2 years' experience supporting within an IFA firm (not a bank/provider)
• Appropriate industry qualifications
• Experience in writing technical suitability reports and conducting high quality fund research
• Providing extensive administrative and technical support to the advisors
• Experience using Intelligent Office with a strong knowledge of provider WRAP platforms
• Excellent communicator, organised, knowledgeable and technically minded
If you have the experience we are looking for, live reasonably close to Stevenage and are looking to join a really good company then please send in your CV without delay
The person we are looking for will be someone experienced in financial services administration and you will possess an appropriate industry qualification, have a good all round product knowledge, and have previously worked for an IFA. An excellent telephone manner and an eye for detail are essential. You will be confident working independently as well as part of a team. Experience of using Intelligent Office would be an advantage but is not essential as full training will be given. A knowledge of the Microsoft Office suite of products will be needed to carry out the role.
Duties of the Business Assistant:
Providing vital support to the Advisers and acting as the technical interface between the Advisers and the clients by:
• Assessing of files following client meetings
• Establish client objectives
• Liaise with Advisers, Administrators and Managers
• Production of quality, accurate, compliant letters, analysis, reports and summary sheets
• Analyse existing financial products. Research and recommendations with full audit trail.
• Report Writing, preparation of suitability letters, including preparation of spreadsheets.
• Processing new business, including inputting onto our back office system Intelligent Office.
• Preparing Wrap new business, and meeting packs (AXA Elevate, Ascentric & Standard Life).
• General administration - i.e. dealing with the more complex Letters of Authority and collating information, ensuring Advisers & clients are kept informed.
• Dealing with client queries raised by either client or insurer/Adviser.
• Responsible for ensuring own knowledge kept up to date and to notify colleagues of any relevant developments.
Requirements of the Business Assistant:
• At least 2 years' experience supporting within an IFA firm (not a bank/provider)
• Appropriate industry qualifications
• Experience in writing technical suitability reports and conducting high quality fund research
• Providing extensive administrative and technical support to the advisors
• Experience using Intelligent Office with a strong knowledge of provider WRAP platforms
• Excellent communicator, organised, knowledgeable and technically minded
If you have the experience we are looking for, live reasonably close to Stevenage and are looking to join a really good company then please send in your CV without delay