Job Overview

Woking, England
Job Type
Full Time
£20,000 - £30,000 Per Year
Date Posted
24 days ago

Additional Details

Job ID
Job Views

Job Description

The role

An excellent opportunity for an experienced and dedicated financial services administrator to join a well established Independent Financial Adviser based on the outskirts of Woking. Must have a minimum of 2 years experience working for a Financial Adviser, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard.

Typical responsibilities

  • General administration support for the Financial Advisers
  • Inputting and maintaining the back office system
  • Ensuring client files are kept up to date and meet Compliance standards
  • Preparing Illustrations, key features and application forms
  • Processing new business, placing trades, submitting pension and investment transfers
  • Preparing letters of authority,
  • Contacting Providers and liaising with clients
  • Preparing valuations and performance reports
  • Preparing client reviews
  • Compile client meeting packs

What we offer

  • Salary up to £30,000 (dependent on experience)
  • 25 days holiday plus bank holidays
  • Pension, discretionary annual bonus
  • Support with career development and qualifications
  • Sociable and professional office environment
  • Free parking

Ideal candidate

  • Excellent attention to detail
  • Conscientious and diligent, must have at least two years’ experience
  • Preferred experience with Intelligent Office and Wrap Platforms,
  • Working knowledge of Word and Excel
  • Aware of applicable legislation, guidance and best practice
  • Excellent command of English, both verbal and in writing
  • Team player
  • Punctual, polite and well presented


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