IFA Administrator
BCR/AK/11005
Erdington/Castle Bromwich
£24,000-28,000 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 duties
The 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 role
Interested? 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 respon...