Financial Services Administrator

Expiring today

Reed Insurance
£20,000 per annum
23 Jan 2018
20 Feb 2018
Contract Type
Full Time

A fantastic opportunity has become available for a Financial Services Administrator within a successful IFA Practice within Hedge End area to join their expanding team, very exciting opportunity due to organic growth.

Progression opportunities, with full study support towards the Level 4 Diploma in Financial Planning.

The desirable candidate would be an individual with previous experience within an IFA Practice/ Provider within a Administrative role, with whole of market knowledge.

You will be supported through all aspects of your Financial Services learning by your teams wealth of knowledge and the successful businesses history.


  • Processing of new business and documentation in accordance with the agreed service and quality standards.
  • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • General administration ensuring the work flows effectively.
  • Producing client valuations.
  • Dealing with adviser charge, fee and commission enquiries.
  • Inputting data on internal systems ensuring the information is accurate and up to date.
  • Preparing for adviser/client appointments including obtaining quotations, illustrations.
  • Adhoc office duties
  • Preparations and diary management for client meetings, along with meet and greet and refreshments

About You

  • Fine eye for detail
  • Industry relevant qualifications
  • Hard working and willing to please attitude
  • Experience within a practice/ provider

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