IFA Administrator

Recruitment Connection Ltd
Published
19th April 2022
Location
Epsom, United Kingdom
Job Type
Salary
Negotiable basic up to C£30,000 and benefits including + group PHI, DIS and pension
Reference
5144
Region
South East

Description

IFA Administrator

Surrey

Negotiable basic up to C£30,000 and benefits including + group PHI, DIS and pension

My client is an established Chartered IFA practice looking for an experienced administrator to provide high-level support for the company’s Financial Planners and Paraplanning Department, and utilising a wide range of technical specialist knowledge and office skills to deliver a high-quality service to the company’s clients.

This is a varies role and will include

  • Manage Administration workflow using a diary system
  • Maintain back-office system to ensure policy and communication information is up to date
  • Obtain LOA from clients letters
  • Obtain valuations for regular reports and Annual Reviews
  • Providing clients with updates and ensuring client queries are dealt with in a timely, professional and friendly manner.

They are looking for

  • Strong organisational & efficient time management skills ideally from an IFA
  • Self-motivation and able to prioritise.
  • Experience of platforms.

Support will be provided with gaining relevant industry qualifications .

Ref: 5144

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