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Financial Adviser Support Administrator

Financial Adviser Support Administrator
Job Roles Accounts Admin
SectorFinancial Services - Financial Advisors
Salary23,000 to 24,000 per annum - benefits
LocationsWoking - Surrey
Job TypePermanent
Job Description

Due to growth, a local IFA is seeking two additional Support Administrators to the Financial Advisers including:

  • Managing inbound client queries

  • Creating Asset Allocation Spreadsheets

  • Sending out Advisory letters and enclosures

  • Managing diary appointments on Adviser Office (First Software)

  • Managing tasks and work in progress on Adviser Office and scanning in meeting notes

  • Setting up new clients including letters, invoice and details of service letters

  • Manage incoming and outgoing post

  • Monitor and action diary actions to deadlines, updating Adviser Office

  • Monitor and pass to adviser Client reviews

  • Valuations to be produced at this time and passed to supervisor for checking

Skills / Experience:

  • Financial Software - Adviser Office (1st) very desirable

  • IT systems - Outlook, MS Word essential, Excel

  • IFA Office procedures and compliance

  • Up to degree standard - preferred

  • At least 2 years relevant experience in an IFA environment

Benefits: Annual discretionary bonus and (usually) salary increase at the rate of RPI, Death in service, contributory pension and health plan, 22 days holiday + BH

When applying; please make sure you include a contact email and telephone number, as well as your required salary, notice period and whether or not you have transport. First 4 Personnel (& Temps) Ltd is an established Recruitment Consultancy, Surrey-based, providing a full recruitment solution of temporary and permanent staff within the Surrey and Hampshire area, over 4 divisions: Accountancy & Finance; Sales & Marketing; Commercial & Office; IT & Executive. For more permanent, contract or temporary job opportunities in the Guildford, Farnham, Farnborough, Camberley, Weybridge, Woking, Staines and West Byfleet areas please check our website. You must reside in UK and be able to produce evidence of eligibility to work in UK. First 4 Personnel (& Temps) Ltd does not discriminate on the grounds of age, race, gender, disability, creed or sexual orientation and complies with all relevant UK legislation. We are acting as a Recruitment Agency in relation to permanent roles.

Date Posted02/01/18 13:15
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Contact Details
First 4 Personnel
Agency First 4 Personnel
Tel 01483 688 130
Email Click Here to Email Agency Directly
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