Financial Services Administrator

Financial Services Administrator - £16-£22k (DoE & Qualifications) plus employee benefits, workplace pension and access to Bonus Pot

This company is a forward thinking and innovative firm of IFAs based in Fareham and part of a national group. With an established back office/paraplanning team, robust systems and processes and with immediate growth plans they are now looking for an additional administrator to aid that planned growth.

This role would suit an experienced Administrator whom is passionate about delivering a quality service, being highly organised with attention to detail. This is a varied role encompassing all areas of office administration and will be vital to ensure the smooth running of the office. The right candidate will need to have an outgoing, friendly personality who has the enthusiasm and ability to learn new skills quickly.

There will be opportunity for career development and the candidate will be trained in line with existing company processes and industry practices. Financial support is provided for those that want to take their industry qualifications.

General overview of the position:
- Set up, preparation and maintaining of client files
- Supporting IFAs and other team members.
- Preparing Client Engagement packs for meetings with clients and processing of completed documents.
- Writing letters, emails and liaising with clients/answering queries.
- Liaising with providers on client matters to ensure Advisers are updated on the progress of cases.
- Updating and maintaining the various back office systems; spreadsheets and Intelligent Office (IO).
- Processing letters of authority/transfer of agency & issuing policy documents to clients.
- Having responsibility for office operational matters to include ordering and maintaining stationery/equipment supplies.
- Undertaking general office and administrative duties, including dealing with daily post, scanning and visitor hospitality.
- Filing and document binding
- Assisting in ad-hoc projects and cases.

The successful candidate will be able to demonstrate:

- 2 or more years' administration experience, preferably within an IFA office
- Any relevant industry qualifications obtained to date will be a distinct advantage
- Able to work accurately and to precise detail
- Smart and professional appearance
- Able to work using own initiative as well as able to work as part of a small team
- Must be articulate - be able to communicate effectively in writing and verbally
- Excellent IT skills to include use of Word, Excel and Outlook - Mindjet and Powerpoint would be a distinct advantage
- Excellent organisational skills, with the ability to prioritise effectively, stay focused under pressure and solve problems
- Be hard working and responsive to the need to deliver a high quality support service