Administrator - HNW Independent Financial Advisers
To £23,500 - £25,000 (Depending on experience)
Based: Cambridge
Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team.
Applicants must have a genuine interest in working within the financial services industry and should be prepared to study towards industry renowned professional qualifications as part of their professional development. The client is more than happy to consider applications from fresh graduates looking to build their career within the IFA sector through to experienced financial services administrators.
This is a fantastic opportunity to join a leading Chartered Financial Planners practice; they offer a friendly and professional working environment, and the chance to work alongside some extremely well qualified and experienced staff. They actively support and encourage study towards professional qualifications.
Working as part of a team you will provide support to the Adviser/s for a variety of tasks, acting as the liaison between the Adviser, Providers and Clients, whilst delivering a professional, compliant, and efficient service.
The main duties include:
Client Support:
Sending out Advice (Suitability) letters and collating all necessary enclosures.
Liasing directly with clients by answering and dealing with client queries, through o...