Graduate - IFA Administrator

Job description

Our client is an Independent Financial Advisory company that provides a diverse range of services to both private and corporate clients. They are looking for an administrator to work within their Orpington office. This is a great opportunity for someone to develop their career within the Financial Services industry as they will offer full training and the chance to study towards recognised financial qualifications.

MAIN DUTIES:

• Provision of support to financial consultants who give advice on pensions, investments and protection, mainly private client but some commercial
• Processing new business and submitting applications to providers
• Obtaining valuations on existing arrangements and illustrations on new business enquiries
• Providing administration support to the Sales teams
• Liaison with product providers, paraplanners, consultants and clients
• Handling on going servicing queries
• Establishing and maintaining files and records

PERSON SPEC:

• Business related degree and strong 'A’ levels
• Excellent communication skills with the ability to liaise at all levels
• Professional and polite, offering excellent level of client care
• Strong organisational skills
• High attention to detail
• Team player

Please note, due to the high volumes of applications we receive, we are unable to contact all applicants individually. Should you not hear back from us within 5 working days, please assume your application has been unsuccessful on this occasion.