Job Ref: 153330
Sector: Administrators
Date Added: 02 March 2018
  • Wallington, Surrey, England
  • £25,000 - £30,000 per Annum
  • Tate
  • 01372 724404

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An Administration role with an expanding financial business who are looking for hardworking individuals with initiative and a can do positive approach to work.Salary £25,000-£30,000 with opportunity for an immediate start.It is essential that this person has at least 2 years full working experience in an IFA environment with exposure to the advice process.Responsibilities:Using back-office systems to ensure all appropriate data is accurately recorded for useObtaining illustrations (to include online) and investment Fund Fact sheets Submitting online and paper applications for investments/pensionsCorresponding with providers and clients in a professional mannerPreparing for client meetingsPerson specification and competencies:Must have experience in back off systemsKnowledge of pensions and investments is essentialAbility to work within a defined business process in a high-pressure environment with attention to detail imperativeAbility to multi-task and prioritise, plan own workload and manage expectationsGood communication skillsAbility to use own initiative and to work both on your own and within a teamConscientiousPlease apply now.

Tate is acting as an Employment Agency in relation to this vacancy.