Finance Graduate

My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities * Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. * CRM System updates - including uploading and updating client information into our system. * Assisting in regulatory and compliance matters * Providing general support to senior staff and administrative team regarding cases & project work * Sending off paperwork to providers and chasing them for updates. * Contacting clients to request information and providing updates. * Analysing and summarising policy information * Welcoming clients & confirming meetings * Sending and updating LOAs. * Working with and adhering to company and FCA policies and procedures. Skills, Experience and Attributes Required * Educated to GCSE's / A Levels or Equivalent * Some work experience within an office environment is ideal * Excellent telephone manner and customer service skills * Strong IT Skills and typing skills * Experienced in Word, Excel and Outlook * Must be able to work independently and show initiative * Professional manner, positive attitude and well presented * Be organised and proactive * Have an excellent work ethic Work Life * Full Time * Monday to Thursdays office based - option to work from home on a Friday * Flexible start time * Encouragement & support towards professional qualifications and personal development for each member of their team * Based in prestigious London offices near the Gherkin. * Successful team who enjoy sharing each other’s success and fostering a collaborative approach