Ifa Administrator - Yate, United Kingdom - MB Fitzgerald

MB Fitzgerald
MB Fitzgerald
Verified Company
Yate, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

We are currently working with a well established, successful Financial Planning practice who are looking to recruit an additional IFA Administrator to their team.

The company pride themselves on the high-quality service that they deliver to their clients.


They have a genuinely supportive environment and are keen to add a first class administrator who can contribute to this.


Duties include:

  • Provide administrative support to the advisers and wider team
  • Set up and maintain client files
  • Everyday administration duties to include preparing client valuations, processing financial planning new business and processing estate planning instructions
  • Liaise with clients to obtain client information
  • Issue and chase information requests to a clients existing product provider
  • Collate information received from providers ready for the paraplanner to review
  • Liaise with clients to obtain completed client documents
  • Act as the first point of contact for incoming calls
  • Assist with the servicing of existing client including producing portfolio valuations and producing review packs
  • Action existing client queries.

Requirements:


  • A minimum of 1 year experience in a similar Financial Services role.
  • Excellent communication skills
The client is offering a basic salary to £28,000 + bonus and company benefits.

The business provide first class training, support for market exams and opportunities to progress within the business as it continues to grow.

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