Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to support the business.
The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.
Working in the office initially, the successful candidate will have the ability for more of a hybrid approach when self-sufficient.
Financial services industry knowledge is required; the role will include.
Preparing client meeting documents
Preparing client review packs and valuations
Updating advice file check sheets
Checking files for completeness
Adding fees and policies onto IO, therefore Intelligent Office experience would be beneficial.
Gathering data for policies for example platform due diligence
Willing to step in to help office manager/servicing manager in their absence.
Willing to carry out more high-level work, but also happy to carry out administrative tasks.
If you would like to work for one of the most highly regarded IFA firms in the area then please apply today and we will be in touch to discuss your application.