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Employers

IFA Administrator, Stansted

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Location:

Stansted, United Kingdom 

Job Category:

Banking

Salary:

€25,000.00 - €35,000.00

EU work permit required:

Yes
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Job Reference:

recroot-4206-24180-24_1623337941

Job Views:

54

Posted:

10.06.2021

Expiry Date:

25.07.2021
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Job Description:

Are you looking to build on your current financial planning administration experience and take your career to the next level? Would you like to join a firm that puts its clients at the very heart of everything it does? We’re busy, and we’re growing, and we can offer you the career opportunities you have been looking for.

We have a fantastic opportunity for an experienced administrator to join us and provide support to all areas of our business and the client servicing function. You’ll get to work closely with all members of the company, your role will be varied and challenging, and you will be able to make a real contribution to our firm. We are a business that actively encourages our team members to progress and, as a growing organisation, there will be plenty of opportunities across the business for you to develop your career with us in the future.

As an administrator at our company, you will provide support in many areas covering financial advisory, new business, provider liaison, maintaining systems and ensuring we continue to meet high compliance standards. The key areas of responsibility are:

Client Administration

* Ensuring all administrative components meet our high standards.
* Opening and maintaining client files on our back-office systems.
* Preparing client documentation.
* Monitoring cases through to completion.
* Producing portfolio valuations.
* Acting as a point of contact for clients and third parties.

Client Reviews

* Working closely with the client managers to prepare for review meetings and agree on action points.

Other

* Keep up to date with legislation and compliance regulations and ensure procedures are being followed.
* Review systems and procedures and make sure we are up to date.
* Assist with training and help out where required.

A full spec. listing all the duties is available on application.

Essential Skills

* At least two years financial planning administration experience.
* Progress in a financial planning qualification is highly desirable.
* Good IT skills and experience with diary management software.
* Excellent communication skills (both written & verbal), able to build trust and confidence with colleagues.
* Possess a positive attitude, be proactive, willing to help others and work without supervision.
* Have clear attention to detail, able to work within defined business processes and be able to plan your day and prioritise your workload.

About Company

KMD is a well-established Chartered Private Wealth Management firm with offices in Stansted (headquarters), Cambridge and London. We are known for our strong client relationship focus, which is at the heart of everything we do. We have a loyal and friendly team of highly qualified and professional experts who are all encouraged to meet their full potential.

KMD was established by Kevin Deamer, who built the company around the fundamental principle of building close relationships that permit both openness and debate. The firm guides, advises and works with clients over the long term assuming the role of a collaborative financial partner. We have a team of nearly 20 talented and carefully selected individuals, and we offer a range of true wealth management solutions that cover comprehensive financial planning and investment management.

Keywords: Certificate in Financial Planning, Sales Support, Technical, Technician, Administrator, IF Support, Pensions Administrator, Life Assurance, Investment Administrator, Wealth Manager, Wrap Platform.

We are using a third-party recruiter to assist us with this role. Please apply through the advert if you are interested.
Company Info
Smart Recruit Online
Presley Way
Milton Keynes, United Kingdom
Phone: 08006341818
Web Site:
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Company Profile


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