IFA Administrator
- Recruiter
- Confidential
- Location
- The Vale of Glamorgan (Bro Morgannwg)
- Salary
- 22000.00 - 30000.00 GBP Annual
- Posted
- 18 Jun 2021
- Closes
- 16 Jul 2021
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Platform Resourcing are currently working with a Wealth Management firm in the LLantrisant area. They are looking for someone versatile, to assist the Financial Advisors with the administration but also to support running the office, so a real great opportunity for you to make this role your own!
You will have experience within a wealth management company in a similar role and working alongside paraplanners and Financial Advisors to provide assistance and client coordination within the office.
Benefits of the role
* Salary up to GBP30,000 dependant on experience
* Flexible working hours
Duties and Responsibilities
* General administration tasks such as answering the phone, distribution of post, photcopying, managing diaries and scanning file information
* Setting up client files and working from Intelligent Office
* General office management such as finance, ordering stationary, being the first point of contact
* Preparing new client meeting packs and issuing engagement letters
* Updating fact find and risk profiler
* Ensure transfer of service documents and chase up with suppliers
* Collect information for client research plans and produce valuations
* Submit new business forms and oversee admin and process to completion
* Investing in your own professional development
Skills/Experience:
* Experience within an IFA or Wealth Management firm is essential as an admin of client relationship advisor
* Experience using Intelligent Office is preferred
* Able to work on your own initiative and provide excellent service to clients
* Experience in assisting a financial advisor and collecting the information required
* Setting up client files, issuing letters and send off transfer documents
* Overseeing admin and processing to completion
* Proactive and able to work on your own initiative
Privacy and General Data Protection Policy
By applying for this position, you are giving consent for Platform Resourcing Limited to contact you regarding this vacancy and to discuss potential opportunities that would be seen to be in both parties' interest for the explicit reason of assisting you to find work. Your details will not be passed on to any prospective employer/s without your prior consent. Platform Resourcing will not share any of your details with any third parties unless deemed suitable by you as the applicant/data subject.
The above is a general overview and should not be used as a comprehensive list of Platform Resourcing Limited's commitments. You can find more information on how we handle your data please see our Data Protection and General Data Protection Policy within our policies page on our company website. If you have any questions, please call before applying.
Platform Resourcing are advertising this vacancy and are acting as an employment agency
You will have experience within a wealth management company in a similar role and working alongside paraplanners and Financial Advisors to provide assistance and client coordination within the office.
Benefits of the role
* Salary up to GBP30,000 dependant on experience
* Flexible working hours
Duties and Responsibilities
* General administration tasks such as answering the phone, distribution of post, photcopying, managing diaries and scanning file information
* Setting up client files and working from Intelligent Office
* General office management such as finance, ordering stationary, being the first point of contact
* Preparing new client meeting packs and issuing engagement letters
* Updating fact find and risk profiler
* Ensure transfer of service documents and chase up with suppliers
* Collect information for client research plans and produce valuations
* Submit new business forms and oversee admin and process to completion
* Investing in your own professional development
Skills/Experience:
* Experience within an IFA or Wealth Management firm is essential as an admin of client relationship advisor
* Experience using Intelligent Office is preferred
* Able to work on your own initiative and provide excellent service to clients
* Experience in assisting a financial advisor and collecting the information required
* Setting up client files, issuing letters and send off transfer documents
* Overseeing admin and processing to completion
* Proactive and able to work on your own initiative
Privacy and General Data Protection Policy
By applying for this position, you are giving consent for Platform Resourcing Limited to contact you regarding this vacancy and to discuss potential opportunities that would be seen to be in both parties' interest for the explicit reason of assisting you to find work. Your details will not be passed on to any prospective employer/s without your prior consent. Platform Resourcing will not share any of your details with any third parties unless deemed suitable by you as the applicant/data subject.
The above is a general overview and should not be used as a comprehensive list of Platform Resourcing Limited's commitments. You can find more information on how we handle your data please see our Data Protection and General Data Protection Policy within our policies page on our company website. If you have any questions, please call before applying.
Platform Resourcing are advertising this vacancy and are acting as an employment agency