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Financial Services
Bracknell
22/12/2023
Type of Position: IFA Administrator - Bracknell
Pay: £25k - £32k
IFA Administrator - Bracknell
Our client is looking for an IFA Administrator to join their team based in Bracknell. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.
Responsibilities:
* Preparing client files for reviews
* Preparing and submitting new business to providers
* Liaising with advisers and clients to ensure excellent service is delivered
* Ensure all client documentation is correctly recorded
* Check all systems and case notes are updated with progress and a clear audit trail
* You will be the first point of contact for clients and resolve queries in a timely manner
Person Specification:
* Proficient in all Microsoft Office, especially Excel and Word
* Strong written and verbal communication skills
* Time management
* Excellent telephone manner
* Accuracy and attention to detail
* Organising and planning
If you are interested in applying for this position then please submit a copy of your CV to josie@artemisrecruitment.co.uk
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