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IFA Administrator - Erdington, West Midlands, United Kingdom - Bell Cornwall Recruitment
Description
IFA AdministratorBCR/AK/11005
Erdington/Castle Bromwich
£(phone number removed) DOE
Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion
Please view the details of this IFA Administrator role below:
The Role:
Liaise with internal and external parties- first point of contact for clients
Updating and ensuring all supporting documentation is maintained
Oversee management of annual reviews and portfolio reviews
Prepare Platform withdrawals / fund switches / transactions for approval
Respond to customer queries with standard letters or draft relevant responses
Further ad-hoc administrative dutiesThe Ideal IFA Administrator will have:
2 years or more experience at an IFA Practice (Essential)
Experience in Financial Services (Essential)
Experience using Intelligent Office
Great communication skills both written and verbal
Excellent professional presentation
Long term plans to remain within a client services roleInterested? Please click the 'APPLY' button now
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)