UA-185291695-1 IFA Administrator, Jobs

IFA Administrator

IFA Administrator - South East England

Ref: 296Tuesday 2 November 2021

£18,000 - £25,000

An independent Financial Advisory firm in Swanley is looking to appoint an IFA Administrator to join their tight nit team. You will be working with the Director and lead IFA in the business supporting their clients and dealing with providers.

 

Main duties;

 

Assisting with preparing documents for the Financial Advisers, covering new business and existing client reviews.

Provide high-quality service to clients over the phone, by email, and via post, in a time-efficient manner.

Liaise with providers and other 3rd parties, to obtain any information that may be needed.

 

To be considered for this role:

 

Experience within the Financial Services industry

Exceptional client service skills, with a genuine interest in helping clients achieve their goals

Willingness to learn and develop your skills and knowledge