Are you an experienced Wealth/Investment Administrator who is keen to enjoy more client interaction and further your career by obtaining CII qualifications?

Synchronicity Financial Services are recruiting for an experienced Senior Administrator with IO/Intelligent Office experience for our Wealth & Investment client who we have made various placements with over the years and are now expanding their support team.

Reporting directly into a Director and working alongside a small team of Administrators, you will take on a more senior role within the department. You will play a key role in supporting IFA's throughout the sales and advice process, handling regular client investment review administration and communicating effectively with clients by email, letter and telephone. You will also collaborate with Paraplanners including supporting them with preparing simple suitability reports and ensuring seamless workflow across the team.

Requirements:

You will have at least 5 years experience working in a client-facing IFA/Investment Administration role with a full understanding of different products relating to pensions, investments, life assurance and mortgages.

Previous experience of Intelliflo back-office system and Quilter Investment Platform and the ability to read fund valuations in client portfolios.

Ideally you will have started the CII qualifications already - full study support for continued qualifications is provided.

Benefits

• A highly competitive financial package including salary reflecting experience and ability, pension scheme on a non-contributory basis and medical insurance.
• Personal development - help developing your role, exam support including guidance, study leave and the cost of study texts and booking the exam met by employer.
• On-site parking (please note this role is currently full-time in the office although they are working towards moving to more of a hybrid system in the future).