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Sales Support Administrator IFA – 12 Month FTC

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My client a leading Financial Planning National IFA practice is actively looking to recruit an IFA Administrator to join their practice in Amersham. This is an initial 12 month FTC role with a salary of up to 30k depending on the level of skills with the candidate. The role will involve supporting the Advisors and the Paraplanners on the Administrative side. Responsibilities Include: • Work within the Client Delivery Team to deliver an excellent client service.• Co-ordinate the Planners diaries and the arranging of client meetings.• Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.• Send prepared investment information and reports to clients.• Ensure all data entry is completed accurately and within specified timelines.• Ownership and accountability for administration including ensuring the maintenance of correct client records To be successful in the role you will need: • ·Experience in a fast-paced Financial Services Administration role desirable • ·Good literacy and numeracy skills with a high degree of accuracy • ·Excellent interpersonal and organisational skills • ·Working knowledge of Microsoft Word and Excel packages essential • · Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services. • ·Desirable NVQ Level 3 in Business Administration • ·The ability to demonstrate behaviours in line with company Values: • ·Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork Benefits You will receive a competitive salary and benefits package including Flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations , Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts. In addition, we offer opportunities for career progression to match your career aims and ambitions. This is initially a 12 month FTC role but a fantastic opportunity to work with a great company.

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