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IFA Administrator

Kingswood Group
Job LocationColchester
EducationNot Mentioned
Salary£25,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Kingswood Group are pleased to be assisting a financial services firm with the recruitment of an IFA Administrator to be based in their Colchester office.With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners.Duties will include;

  • Take all client requests and manage professionally ensuring positive experience
  • Arranging client meetings
  • Collate and manage information, preparing documents for meetings
  • Updating and liaising between clients and colleagues
  • Retrieving new and historic information about individual clients
  • Ensuring records are up to date of written or electronic communication with colleagues, clients and third parties
  • Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
  • Manage LOA end to end process
  • Working to deadlines
Skills required:
  • Prior experience of working within a similar role
  • Understanding the advice process
  • A strong work ethic and flexible attitude
  • Excellent organisation skills
  • Knowledge of industry specific software
  • Microsoft Word, Excel and Outlook knowledge
  • Ability to prioritise work and manage own workload efficiently
  • Attention to detail
Benefits offered:
  • 22 days holiday + BH
  • Healthcare - cashplan
  • Pension
  • Discount vouchers
  • Free parking
  • Flexible working - up to 2 days a week after probation
With working from home 2 days a week after probation, this is an exciting opportunity for an individual to join a passionate and professional team who hold their vision and values at the heart of everything they do.

APPLY NOW

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