Ifa Administrator - Swansea, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Swansea, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

My client are an Financial Planning firm in Swansea, part of a bigger group but their Swansea office is a close knit small team that work collectively together and due to growth and demands they seek 2 x IFA administrators, this could be a junior and a seniorlevel.


The role is based out of their office in Swansea and would be office based working, full time ideally but can consider part and flexible working if required.


If you seek a career where you can add value and support clients with their life planning, plus in return a competitive salary can be offered then please apply.

Financial Services Administrator's Core Duties

  • Prepare and issue client valuations
  • Ensure clients are correctly aligned with portfolios
  • Action all client admin requests
  • Research existing investments including plan information and charges
  • Manage workload and request updates where necessary
  • Draft reports for new/existing business
  • Consolidate all paperwork and send to clients and providers
Financial Services Administrator's Skills Required

  • Excellent MS Office skills, especially Excel
  • Experienced working in Financial Services (preferred)
  • Great interpersonal and communications skills
  • Ability to work independently and within a team
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