We are recruiting for a financial planning practice in St Albans who are looking to recruit an IFA administrator.

Job Purpose:

To provide administrative support to Paraplanners & Financial Advisers within the business.

Main Activities:

To produce accurate Annual Review Packs for Financial Advisers and process associated tasks

Assist Paraplanners with:

•  Basic advice events, such as fund switches and investment withdrawals.
•  Producing illustrations and reports for new business
•  Processing applications when required

Collate and upload all relevant correspondence to our True Potential back office system
Type letters and draft routine correspondence
Maintain all necessary systems

Skills/competencies:

Familiar with Word and Excel
Good team worker
Good written and verbal communication skills
Highly organised
Able to exercise initiative
Any knowledge on True Potential and/or Defaqto helpful but not essential

Qualifications:

Essential - Educated to GCE 'A’ Level, GCSE English, GCSE Maths

Experience

Ideally some office experience in a similar role/working environment