Team Assistant
- Recruiter
- Wells Tobias Recruitment Limited
- Location
- England, London, City of London
- Salary
- £27000 - £40000 per annum
- Posted
- 03 Jul 2018
- Closes
- 31 Jul 2018
- Ref
- CP-TA-IFA-8265
- Contact
- Crystle Pearce
- Job Title
- Administrator
- Industry Sector
- Accountancy, Banking / Finance, Consultancy
- Contract Type
- Permanent
- Hours
- Full Time
Our client based in the City is looking for a experienced team assistant / administrator to support the para-planner and the senior advisers of this very successful Financial Services firm.
To be considered for the position available you must meet the following requirements below:
IFA team assistant / administration experience (4+ years a minimum)
A understanding and working knowledge of compliance, trading and the processes relating to the IFA industry.
An understanding of the Intelligent Office back office system (or similar)
Professional client liaising experience by e-mail, phone and face to face and the confidence to do so
Experience providing valuations and portfolio reports and completing / submitting application forms to providers and chasing these through to completion
Updating and entering new business information on the CRM and ensuing all the documentation is filled correctly and in line with the DPA and money laundering regulations
Arranging new business and review appointments for the advisers
Producing full suitability reports for advisers based on the client's needs, objectives and attitude to risk
The ideal candidate will have a go-getter attitude, be self motivated, approachable, driven and career focused. The company offers the opportunity to grow and develop within the firm and the role as you will be working as part of a team.
The company is a small firm but they have career growth plans and if you are the successful candidate for this position then you will be part of this. you will not just be a number but apart of the business journey.
If this sounds like something for you then apply today!
It is Wells Tobias Recruitment Solutions' policy, as a matter of courtesy, to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual applicants. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you.
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