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    Remote IFA Administrator - London, United Kingdom - Artemis Recruitment Consultants Ltd

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    Description

    Type of Position:
    IFA Administrator (Client Services Support) - London
    IFA Administrator (Client Services Support) - London
    Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.
    Inputting fact find details into our back office system – Intelligent Office (IO)
    Obtain illustrations (Exchange or other methods)
    Input ATR Questionnaire into Financial Express (FE) - EValue
    Prepare suitability letters for Adviser sign off (using templates or software)
    Weekly planning / strategy meeting with Adviser

    Experience of working within financial services preferable.
    Understanding of financial products will be an advantage.
    Excellent organisational and administration skills, who demonstrates good attention to detail.
    A driven individual with a focus on client service and contributing towards a high-performance culture.
    IT technically proficient including Office 365.

    OFFICE LOCATION
    Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.

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