Part Time Financial Services Administrator
Small l IFA Practice in Rugby are seeking a Financial Services Administrator to join the team on a Part time basis 25 hours- potential scope for this to grow into a full time position.
Ideal candidates would live locally to Rugby Lutterworth or East of Coventry, easy parking,
Salary on offer up to GBP20,000 on a pro rata'd basis and could increase based on experience
Excellent opportunity for somebody who is looking to work within school hours... Or just as appealing to someone looking to kick start their Financial Services career, as full support to industry relevant qualifications with be provided.
I am looking for candidates who have the skills, personality and enthusiasm to get to grips with this very busy and demanding role.
This position will suit someone who is confident and articulate, has excellent communication skills and is able to deal extremely well under pressure. Attention to detail is absolutely imperative for this role, as is discretion, character and the ability to effectively manage an extremely busy and varied workload.
I am looking for a highly proactive candidate who has excellent time management and organisational skills.
Creating new client packs
??Checking Fact Finds are fully completed
??Inputting Fact Find details into Client Database
??Preparing & sending off authority letters
??Inputting policy details of existing plans once received from providers
??Scanning all documents/emails provided by Planner into Client Database
??Checking all Anti Money Laundering information is current and relevant checks have taken place
??Checking Fact Find/Client Agreement/Letter Of Engagement is signed and dated
??Obtaining illustrations, application forms, Key Feature Documents and other relevant supporting documentation
??Submitting new business to provider or submitting applications on line
??Tracking new business and current position, updating Planner/Para planner accordingly
??Ensuring all new business has been checked and been signed off
??Ad hoc valuations
??Trades - placing, chasing and updating
??Preparing review pack
??Ensuring Financial Planning figures are sent to clients for update and revision in preparation for next meeting