Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period.
Job Description:
* Provide a high-quality service to clients and make sure that client queries are dealt with in a timely, professional, and friendly manner
* Manage workflow using an Intelliflo task system
* Process and submit New Business (Pension / Investments / Life), ensuring compliance checklists are complete.
* Process top ups, fund switches and withdrawals
* Check and complete investment transactions
* Manage and finalise client documentation
* Process LOAs and input the policy information
* Assist with preparation of templated letters
* Liaise with providers and other 3rd parties, to obtain any information that may be needed
* Obtain information and prepare Annual Reviews
* Ensure back-office system is up to date
* Keep up to date with FCA regulations and internal policies and procedures
* Support and work closely with team members
* Welcome clients, and cover reception and post where necessary
Skills/Experience:
* Previous experience within a financial advisory organisation.
* Professional communication manner, both written and verbally
* Proactive manner
* Investment and pension knowledge is desired but not essential.
* Any Financial Services qualifications are desired but not essential.
This will be an office-based position in Guildford.

Please submit a copy of your CV to Josie at Artemis Recruitment.