Financial Services Administrator - Part Time

Sector:
Financial Services
Job Type:
Part Time
Region:
South East
County:
Surrey

Town/City:
Camberley
Description:
Negotiable

Part Time Financial Services Administrator required by IFA based in Camberley, Surrey. Salary negotiable depending on skills and experience. This is a part time role of a minimum 3 part time days/week. A minimum of 3 years’ experience in Financial Services is essential for this role.
 
We are a small successful family IFA practice with a General Insurance division and are now looking to recruit an additional part time experienced Financial Services Administrator. Your role will be to provide support to the Financial Adviser/ Director and duties will include: -
 
Prepare client information for the client reviews.
- Preparing and processing new business applications for investments, pensions, protection.
- Deal with our clients, providers and other parties on the telephone, letter and by email
- Assist in preparing suitability reports and review reports
                    
Previous experience in a similar role and a good understanding of Financial Services procedures is essential and non-negotiable . Knowledge of FCA rules and procedures compliance as well as any general insurance experience would be considered highly desirable. In addition, some understanding of the Intelligent Office back office software would be useful, not essential, as training would be provided.  
 
Candidates must have excellent written and verbal communication skills and a professional telephone manner with good IT skills. Strong administration and organisational skills are necessary to diarise work effectively managing workflow and documenting. 

Apply Now with your CV and a Covering Note and we look forward to hearing from you.

Please note: Your CV will not be considered if you do not have a minimum of 3 years’ experience in Financial Services.
 

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