Administrator - Independent Financial Advisor

Job Post London

Jobs Finance

About Price Ferguson:

Price Ferguson is a well-established wealth management and financial planning company in Guildford, Surrey. Our team is currently made up of five advisers and three support staff. We all work closely together as a team and we pride ourselves on building long term relationships with our clients – so if you join us you will get to know us and our clients well. We are based just outside the centre of Guildford (Merrow), with beautiful views and free parking.

Key Responsibilities & Duties:
Pre-business administration support to the advisers (ie producing documents, quotes, letters)
Processing new business eg keying online applications, processing documentation, compliance checking
Producing accurate valuations for existing clients
Answering client queries and liaising with product providers
Processing changes to and gathering information on existing plans and policies
Maintaining accurate records on the back office system
General office duties (eg scanning, typing, filing, post etc)
Ensuring all documents are compliant
Scanning and distributing the post
Producing accurate valuations
Carry out fund switches / bed & ISA transactions
Facilitate paperwork meeting – pulling together and preparing all forms etc required
Managing letters of authority and pulling together information
Helping adviser with letters

Essential Skills / Experience / Qualifications:
Pension administration experience within an IFA environment
2+ years’ experience within an IFA practice
Attention to detail
Good time management and ability to prioritise
Good written & verbal interpersonal skills
Understanding products
Understand the importance of providing compliant documentation
Good IT skills
Good record keeping
Excellent team player
Good typing skills

Desirable Skills / Experience / Qualifications:
Qualifications in financial planning
Investment experience
To apply, please click the ‘Apply’ button.
Contact: Recruitment Team

ID #4888 Location London Industry Finance Type Full Time Role Administrator - Independent Financial Advisor Career Level Middle Presence Remote

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Salary & Benefits

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Full Time £27,000 /Year

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