Job title: Financial Services Administrator
Location: Painswick
Salary: £18,000 pa to £24,000 pa (depending on experience)

Summary

The role will suit an ambitious individual who is looking to progress their career in financial services.

The successful applicant will join a small, but expanding, IFA firm located in Painswick.  Encouraged to use their initiative, whilst at the same time able to follow procedure, the jobholder will carry out a broad range of tasks across regulated financial products as well as non-regulated activities.

As the firm expands, it is reasonable to assume there will be the opportunity to take on an increasing amount of responsibility.

Attributes

• Experience in financial services is essential, particularly life, pensions and investments.
• Progress towards CII qualifications.
• Strong numeracy skills.
• Strong interpersonal skills.
• Keen eye for detail.
• Logical train of thought.
• Problem solving skills.
• Professional in appearance and manner.
• Driving licence and use of a vehicle.

Duties

• Dealing with client enquiries.
• Maintaining client database.
• Data reconciliation.
• Producing biannual valuations.
• Designing and posting electronic client Newsletters.
• Dealing with various third parties including insurance companies and fund managers.
• Maintaining work schedule, new business register etc.
• Other administrative and marketing tasks.

Once satisfactory competence has been demonstrated the jobholder will be expected to conduct unaccompanied face to face client meetings taking instruction in respect of Wills, Lasting Powers of Attorney and Funeral Pre‑payment Plans.

If you wish to apply for the position please contact us, including your email address, and we will send you an application form.

Closing date for applications is 26th March 2021.