Established client in Brighton are looking for an experienced IFA Administrator to cover a 6-month maternity contract initially, up to £25k pro rata doe, with the scope to extend up to a year. Must have previous administration experience gained within Financial Services/Advisors role. You will be required to work on site in the office, Monday-Friday 9-5pm, to start in June.
You will be supporting a busy IFA dealing with all the administration relating to the clients 'investments and pensions. Strong accuracy and attention to detail in essential when completing forms, submitting client money, disinvesting funds and fund switch. Obtaining quotes for the Financial Advisor and help complete recommendation reports with supporting documents required for compliance.
Complete annual reviews for our clients' investments and pensions. Ensure the data base is up to date and accurate. Deal with phone and e-mail queries from clients and investment and pension companies daily. Completing the monthly commission reconciliation and submitting regulatory information to the FCA on a six-monthly basis. Knowledge of Intelligent Office highly desirable but strong MS Office skills are vital. Smart presentation skills, confident, with the ability to handle a fast paced environment and excellent communication and organizational ability.
Candidates must be happy to commit to the 6-month contract and be able to start work in June. Benefits include 20 days holidays plus Bank Holidays (pro rata) and auto enrolment pension scheme.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
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