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Erdington

    IFA Administrator - Erdington, West Midlands, United Kingdom - Bell Cornwall Recruitment

    Bell Cornwall Recruitment
    Bell Cornwall Recruitment Erdington, West Midlands, United Kingdom

    Found in: Jooble UK O C2 - 3 days ago

    Default job background
    Permanent, Full time
    Description
    IFA Administrator

    BCR/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


    We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

    Love Work Be Happy

    Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

    (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)

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