Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Technical Financial Services Administrator

TEMPLEGATE RECRUITMENT
Job LocationCardiff
EducationNot Mentioned
Salary26,000 - 29,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Templegate Recruitment Financial Services Specialist RecruitersJob Title: Technical Financial Services AdministratorLocation: CardiffBenefits:

  • 23 days annual leave - will be increased to 25 days after three full years of employment
  • Day off for birthdayplus Bank Holidays
  • 4% of annual salary paid into pension policy - non contributory
Salary: Up to £29,000 ~ Depending On ExperienceAbout the Company:Our Client is a well-established financial advisor practice who deals with High Net worth clients.They are now looking for an experienced Technical Administrator to join their existing established team.You will be responsible for assisting the IFAs and Paraplanners with technical and administrative duties for a range of products.What Your Day to Day Duties Will Include:
  • Communicating with Paraplanners to keep up-to-date with new products, technical or legislative changes within the marketplace.
  • Comply at all times with the firms Compliance; Training & Competence; Complaints and Data Security policies/procedures.
  • To ensure that the firms clients are treated fairly at all times.
  • To work as part of a team alongside the firms advisers, paraplanners and administrators to provide clients with a professional ongoing Financial Planning experience.
To prepare and maintain client files
  • Once in receipt of a completed Data Capture Form, collate all the relevant quantitative detailed information required to compile a financial services report.
  • Ensure a fee is agreed between Adviser and Client.
  • Ensure letter of engagement is issued to client.
  • Check all paperwork/information is available in order that the clients file meets the FCAs rules and requirements.
  • Discuss the clients needs and objectives with the relevant adviser and senior paraplanner in order to complete any research.
To prepare recommendations - working with the Financial Adviser/Paraplanners
  • Review Investment Portfolio and asset allocation by checking against risk profile
  • Prepare information for analysis.
  • Help to obtain information and prepare draft recommendation report ready for Financial Adviser/paraplanners.
To implement recommendations
  • Complete any application/proposal forms to the best of your knowledge.
  • Ensure all compliance paperwork is in order.
  • Act on any changes made by the client by updating XPlan records.
  • Implement the chosen/agreed investment strategies.
To undertake client reviews
  • Act as point of contact and deal effectively with queries from clients and other parties.
  • Establish and build strong relationships with clients.
What is Needed to Be Considered for this Role:
  • Previous experience within an IFA practice and Paraplanning is essential
  • Excellent communication skills, both oral and written
  • Self-motivated, with an ability to work and think under own initiative
  • FCA understanding of regulations and products
  • Knowledge of XPlan would be helpful
  • Well organised and IT literate
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify yourspecific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

APPLY NOW

Technical Financial Services Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved