Financial Services Administrator

The Financial Administrator would be recruited to supplement their already established team. \\n\\nJob Description\\n \\n* Provide administration support to the Financial Advisor\\n * Organising client files for meetings, preparation of valuations and product research\\n * Submission of new business applications, monitoring through to completion\\n * Accurate inputting onto systems.\\n * Maintaining and ensuring completeness of client files for compliance purposes\\n * Prepare draft suitability reports for clients\\n * Liaising with clients and professional bodies\\n * Managing/updating business pipeline and all client files\\n * Organising appointment diary and advisor meetings\\n * General Administration Duties\\n * Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements \\n\\nPrevious experience:\\n \\n* 100% Must have experience of working within a financial advisor practice\\n * Knowledge of investments, pensions and protection products preferred\\n * Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills.\\n * Must be educated to GCSE standard to include English and Maths\\n\\nPLEASE NOTE THAT APPLICANTS NEED TO HAVE WORKED IN A FSA ROLE IN WEALTH MANAGEMENT PREVIOUSLY ! \\n\\nSalary will be decided after interview based on experience \\n\\nPlease send CV to Colleen Farquharson via the apply link or call (phone number removed) for a confidential chat\\n\\nBrook Street NMR is acting as an Employment Agency in relation to this vacancy