Trainee Financial Services Administrator / PA

Recruiter
Brevere Group
Location
Chalfont St Peter
Salary
£20,000 - £24,999
Posted
19 Mar 2019
Closes
24 Mar 2019
Contract Type
Permanent
Hours
Full Time

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and highly articulate PA / Administrator, with strong organisational skills to provide support to the IFAs & Paraplanners and develop their experience in financial planning.

The successful candidate will have strong experience with excel and other software packages, be highly organised with a keen eye for detail. This role would suit someone coming from outside of financial services and looking to build an administrative career in wealth management.

Details:

  • Excellent opportunity for an experienced PA / Administrator (from a non-financial services background) to build a career in financial planning support

Full training will be given, in time duties will include

  • Provide all aspects of technical administrative support within the Financial Services team and working closely with the Consultants.
  • Providing an efficient new business processing service for sales consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly
  • Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
  • Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
  • Preparing invoices for work completed for clients
  • Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Ref: 3657

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