Employer: Reset Recruitment Ltd
Salary: £28,000 – £30,000 per annum
Date Added: 30/11/2023
IFA Sales Support Administrator
Salary: £28k – £30k + great benefit package
Location: Hove (Hybrid working – 2 days per week office based)
Hours: Full time – 9am -17.30pm
Do you want to work for a highly reputable and friendly wealth management organisation that offers great training, further study, and career progression? If so, I have an ideal role for you based out of their Hove office within their sales support team.
You will already have a proven administrative background within financial services/insurance and thrive in a busy working environment.
Responsibilities:
- Providing administrative support for the financial advisers and Paraplanners.
- Update and manage the diary system.
- Format and prepare letters and documents.
- Support advisers in managing their pipeline and portfolio of business,
- Prepare files for compliance checking.
- Maintaining client records on the inhouse system.
- Filing, scanning, and photocopying.
- Manage client reviews inclusive of client valuations.
- Liaise with internal and external clients by telephone and email.
- Prepare client reports, in relation to pension, investments and any other financial planning requirements.
- Adhere to FCA regulations and compliance.
The right candidate will have the following skills and experience to apply:
- Strong administrative background ideally within financial services/FCA regulated environment.
- Great communication and organisation skills.
- Ability to prioritise your workload effectively and meet strict deadlines.
- Good IT skills and knowledge of Intelligent Office would be an advantage.
- Strong work ethic with a "can do" attitude".
This is a great opportunity for a bright and driven individual that wants to progress in their financial services career. To be considered for this role please forward your CV at your earliest convenience!
Application Deadline: 11/01/2024
Contract Type: Permanent
Submitted Applications: 0