IFA Administrator

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  • Contact:

    John Keane2

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  • Published:

    18 days ago

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  • Start date:

    04/09/2020 14:00:21

If you have financial planning experience or a background in Client Service Admin, you might be interested in this Surrey based role. A financial services business is seeking a Client Service Administrator who has the drive, ambition and skills to join their client-focused financial planning firm.

The job comes with a competitive salary and some excellent company benefits.

The company you will be working for offers a unique financial planning process programme, based on identifying a client's life-goals, long-term ambitions and ideals. Their clients are provided with advice and ongoing support to help them achieve their goals through the state of the art investment portfolio construction which could include: cash flow planning and modelling, pension and retirement planning, inheritance tax and estate planning and capital protection.

To give a flavour of the role, if you had been working as Client Service Administrator over the past week, you would have:
Worked with the Client Service team on new client pensions, investment and risk contracts
Helped existing clients with their financial arrangements
Conducted effective liaison with product providers and strategic partners
Updated client and product records

As your understanding of the industry and the corporate strategy develops, you will have the opportunity to take industry exams and expand your knowledge further through training and learning.

At the outset, you will require:
Client Service Administrator experience
Ideally a minimum of 18 months experience in the Financial Services industry
Experience with Advisor Office or a similar Financial Services back-office systems (beneficial)
Excellent communication skills, in writing, on the phone and face to face

To apply for this Client Service Administrator job in Surrey, contact us today for full details.

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