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Financial Services Administration

An exciting Financial Services Administration role based in Berkshire

Your new company
This top practice firm in Berkshire is winning market share and continued success. They consist of accountants and financial advisers, with clients ranging from local business to multi-national entities.

Your new role
The main focus of the role is to provide full admin support within a growing department. You will have the opportunity to strengthen existing procedures, with the potential for you to make this role your own. There is the possibility of progressing into a Para-planning role in the future but this will depend on the individual and there will be no promised time-frame.

Key responsibilities:

  • Setting up new clients on Intellifo/Intelligent Office (back office system) and ensuring that the system is kept up to date.
  • Collecting policy/plan information from Providers for all new plans ready for analysis and updating the system
  • accordingly.
  • Preparation of documents for meetings.
  • Preparation of forms following on from recommendations.
  • Processing of new business.
  • Understanding fee reconciliation and assisting where required.
  • Obtain client illustrations.
  • Assist the Paraplanning team with running the Portfolio Programme (mail merge to clients and
  • subsequent switching).
  • Where necessary liaise with client, Paraplanner and Adviser during application process.
  • Ensuring compliant and TCF advice processes followed.

What you'll need to succeed
  • Knowledge / experience in processing the following types of business is desirable: 
  • Pensions including Pen-sion Transfers, Investments, ISA’s, Investment Bonds, Offshore Investment Bonds, WRAPs and Platforms. 
  • Previous experience of Intellifo/Intelligent Office, FE Analytic’s and Synaptic product research/fund research desirable. 
  • MS Office and internet essential. Ambition to achieve the CII Award in Financial Administration (depending on experience level and existing exams achieved). 
  • Record of continuing development and technical learning especially in relation to pensions. 
  • Minimum of one year experience within an IFA practice and 3 years experience in a financial services support role, preferably for an Independent Financial Adviser.


What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Summary

Job type:
Permanent
Industry
Banking & Financial Services
Location
Berkshire
Specialism
Financial Services
Pay
Up to £30,000
Ref:
3382629
Apply Now

Talk to a consultant

Talk to Isaac Flower, the specialist consultant managing this position, located in Reading

The Blade, Abbey Square, Reading, RG1 3BE

Telephone: 01189070320
For 50 years we've used our expertise to help people transform their careers.

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