Due to growth, a local IFA is seeking two additional Support Administrators to the Financial Advisers including:

• Managing inbound client queries

• Creating Asset Allocation Spreadsheets

• Sending out Advisory letters and enclosures

• Managing diary appointments on Adviser Office (First Software)

• Managing tasks and work in progress on Adviser Office and scanning in meeting notes

• Setting up new clients including letters, invoice and details of service letters

• Manage incoming and outgoing post

• Monitor and action diary actions to deadlines, updating Adviser Office

• Monitor and pass to adviser Client reviews

• Valuations to be produced at this time and passed to supervisor for checking

Skills / Experience:

• Financial Software – Adviser Office (1st) very desirable

• IT systems – Outlook, MS Word essential, Excel

• IFA Office procedures and compliance

• Up to degree standard - preferred

• At least 2 years relevant experience in an IFA environment

Benefits: Annual discretionary bonus and (usually) salary increase at the rate of RPI, Death in service, contributory pension and health plan, 22 days holiday + BH