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Financial Administrator
Job Posted: 2 days ago
Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Winnersh, Wokingham
Expire in: a month
Job Description
Financial Administrator
Winnersh
£30,000 - £35,000
Part time 20 - 30 hours
My client is seeking a Financial Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors.
Duties
Quickly and effectively deal with queries from clients through clear and thorough communication.
Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).
Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.
Obtain policy information, quotes, illustrations, and product details.
New client on-boarding from initial contact until funds are invested.
Process and submit new business to providers and ensure applications are completed efficiently.
Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.
Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.
Be proficient sending critical client data by DocuSign and other electronic methods.
Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO.
Assist and work collaboratively with other members of the Administration and Paraplanning team.
Experience & Qualifications
Experience within an IFA related/Pensions or Investments - financial services industry.
Experience using iO is desired, but not essential.
Knowledge of investments, pensions, and family wealth planning.
Excellent written and verbal communication skills are essential.
Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirementsBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
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