Administrative Assistant - Financial Services

26000.00 - 26000.00 GBP Annual + GBP26000/annum
29 Aug 2017
26 Sep 2017
Contract Type
Full Time
A well-established, friendly IFA practice, based in Cambridge is seeking an Administrative Assistant to assist the 2 Partners / Advisers and other team members.

As the Administrative Assistant, your duties will be to:

• Issue Letters of Authority to clients and product providers.
• Set up manual client files.
• Input new clients on to the back-office system (Durell).
• Assist Partners and Practice Manager with administering business operations.
• Review and enhance written office procedures.
• Review and write meeting agendas and templated documents for easier operation of the business.
• Prepare Verification of Identity forms for signature.
• Obtain illustrations, KFDs and application forms from product providers.
• Process new business applications, including setting up Platform transactions.
• Check and issue policy documentation to clients.

To be a successful Administrative Assistant you will have the following skills and experience:

• Previous similar experience in a financial services environment e.g. life office / product provider, IFA practice.
• An understanding of the FCA regulatory requirements e.g. Money Laundering, TCF etc.
• Be familiar with Data Protection rules.
• A reasonable general knowledge of investments, pensions and protection products.
• Experience of working with Wrap platform(s).
• Experience of using back-office systems.

In return, the Administrative Assistant will receive a salary of up to GBP26,000 per annum, according to experience and qualifications plus a pension and financial assistance with studying for and taking professional exams.

The first stage of the application process is to apply online.

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