Ifa Administrator - Cardiff, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Cardiff, United Kingdom

3 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

You will be joining a team of experienced IFA Administrators who will help develop your knowledge, the starting salary is up to £24,000

Responsibilities:

Support financial advisors with various administrative tasks such as preparing client files and updating client information
Manage the administration of client accounts and ensure all client information is uptodate
Conduct research on various financial products and providers
Respond to client queries and ensure all communication is professional and timely
Provide general administrative support to the office as needed

Requirements:

Previous experience in an administrative role within the financial services industry

Excellent communication and interpersonal skills

Strong attention to detail and accuracy

Ability to work well within a team and under pressure

If you meet the requirements and are interested in this exciting opportunity, please submit your CV today.