Job Location : Lowestoft, UK
My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Services Administrator in their Suffolk Branch, just outside of Lowestoft.
Job summary
To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times.
Key responsibilities
Role requirements
Certificate in Financial Services or working towards qualification (A partly qualified candidate is desirable)
Grade A-C or 9-4 including English and Maths (Essential)
Previous experience in Financial Services within an IFA setting (Essential)
Previous experience of report writing and the ability to demonstrate strong letter writing skills (Desirable)
Understanding of FCA rules, ethics and financial regulations (Essential)
A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Essential)
Strong IT skills, MS Office Word and Excel
Excellent organisational and communication skills
Good numeracy skills
Attention to detail
Able to demonstrate an adaptable/flexible approach to work within a changing environment
Ability to work within a team environment
Inter-personal skills, both written and verbal
Experience of using IO (Desirable)
Benefits
- Private pension (generous employer contribution)
- Death in service policy
- Bupa cash plan
- 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days
- Support with professional qualifications
- Flexibility on working hours and some working from home, subject to a satisfactory probation period.
Salary : -
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