This is an excellent opportunity to work within a highly successful and progressive company in Bury within a varied IFA Administration role. This position will involve working in collaboration with the Financial Adviser, providing strong administrative support including diary and appointment management as well as dealing with customers. You will ensure that you are providing a consistently high level of support.
Role Overview and Responsibilities
To support the Financial Adviser with administrative duties including:-
You will obtain information, quotes and product details, and provide comparisons for analysis.
You will prepare suitability letters and reports for approval by the Paraplanner or Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign.
Processing client transactions and enquiries accurately and in a timely manner and per agreed service levels.
Proactive assistance and resolution of client enquiries, adhering to relevant timescales and processing guidelines
Maintaining a thorough knowledge of individual and departmental responsibilities
Support with diary management and other administrative duties as required
Experience of working within an admin role within financial services
Experience of working within a regulated environment
Proven track record of working accurately within defined processes
Good numeracy and literacy skills
The ability to thrive in a challenging, fast paced environment
Willingness to learn new systems, concepts and broaden knowledge in the industry
Ability to effectively manage and prioritise multiple tasks with a structured approach
Highly motivated and willing to embrace change
Good attention to detail
Strong IT skills including advanced knowledge of Microsoft Excel to produce Management Information
The role is Monday - Friday 9am – 5.30pm
The offices are simply beautiful
The team is supportive, busy and the company offer a great environment to work within
Good company benefits on offer
If this role sounds ideal for you, then please apply today or contact Jennifer Jones for immediate consideration!