New Business Administrator - IFA Administrator
IFA Administrator - (Wealth Management) Salary £27,000 - £35,000 DOE + pension + excellent benefitsBased: Farnborough / Some hybrid Our client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SME''S. They are looking for an individual with Business Support experience gained from within the financial services industry, candidates MUST have life investment and pensions experience. You will be supporting Advisers in their day-to-day jobs. Key Responsibilities of the role: Support Financial Advisors with the delivery of administration support focusing on new business and client servicing Carry out end to end processing of new business casesUpdate back office systems, ensure accurate client data throughout the sales process To promote teamwork by helping colleagues and consultants to meet client service requirementsOrganise and manage time to ensure delivery of SLA''s to meet consultant and client expectations both in terms of timeliness and qualityBuilding relationships over the telephone with both Clients and Product Providers Build relationships with internal colleagues Operating within the company''s Treating Customers Fairly Principles at all timesCandidate Requirements:Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFA''s or within a wealth management company processing new business Will have a good understanding of a range of financial ser
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