Assistant to Financial Adviser - IFA

Brevere Group
Chalfont St. Peter, UK
22 Feb 2019
21 Feb 2019
Contract Type
Level of qualification
Not qualified, Part qualified
Due to continued success in providing advice to HNW clients, this successful regional IFA practice requires a professional and diligent Financial Services Administrator to provide support to the IFAs and Paraplanners. The successful candidate will have in depth knowledge and understanding of the Financial Planning process; preferably have experience using Intelliflo/Intelligent Office, gained within an IFA practice. Duties for this role will include: To deliver high standard administrative support and a world class customer service within the financial services team in line with strategies, policies and procedures. To maintain client confidentiality, data protection and other legislative and organisational responsibilities. To project a highly professional and friendly image of the firm to clients, visitors and other contacts To be flexible and tackle a variety of administrative tasks on behalf of the team To seek opportunities for continuous improvements Ensure new business is packaged up accurately and sent across to our central new business team. Ensure that client files are compliant and that any compliance requirements are dealt with promptly. Arranging meetings with clients on behalf of the Financial Planners if required Sending confirmation of appointment emails/letters. Prepare for meetings by pulling together all mandatory documentation and producing valuation reports of a very high standard. Updating electronic files, policy details & valuations to ensure accurate reporting. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website