Ifa Administrator - Exeter, United Kingdom - MB Fitzgerald

MB Fitzgerald
MB Fitzgerald
Verified Company
Exeter, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter.


The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries.

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


  • Provide administrative support to the advisers and wider team
  • Set up and maintain client files ensuring all communications are saved
  • 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.
  • Everyday administration duties to include preparing client valuations, processing financial planning new business and processing estate planning instructions

Requirements:


  • A minimum of 1 year experience in a similar Financial Services role.
  • Excellent communication skills
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