IFA Admin - United Kingdom - Clayton Davies

    Clayton Davies
    Clayton Davies United Kingdom

    1 month ago

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    Description

    Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout.

    Maintaining records of confidential information on the company software and ensure files are well presented, accurate and logged correctly.

    Taking phone calls, enquiries, and requests, and handling them where appropriate

    Experience within a financial planning business would be beneficial
    Confident with IT and office software packages including Teams, Outlook, Word and Excel.
    Strong ability to identify sensitive, confidential data and able to maintain compliance with GDPR.