Financial Services Administrator (OI6100) Hove, England
| Salary: | GBP20000 - GBP25000 per annum + Depending on Experience |
Financial Services Administrator
Location: Hove
Rate: £20K+ D.O.E
Do you have proven experience working within an IFA or Wealth Management and an FCA regulated environment? Are you a confident administrator and want to work for a financial services company that offers a friendly working environment and fantastic benefits?
Your responsibilities will include:
• Administrative support to the financial advisors and paraplanners
• Updating and inputting information on the company’s back-office system
• Communicating with clients and other contacts via phone and email
• Supporting the management of adviser’s portfolios
• Manage client reviews
• Create client reports
• Review products available to meeting client needs and make appropriate recommendation
• Ensure compliance following the FCA regulations
• Formatting and preparing letters
You must have the following:
• A proven background within a regulated environment, ideally financial services or insurance
• Strong administration experience
• The ability to build excellent client and colleague relationships
• Attention to detail
• Highly organised
• Knowledge of Intelligent office (desirable not essential)
• Professional and self-motivated
For more information on the role please contact Olivia Irving on 01273 830492 are apply now!