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Ifa admin & client services specialist

Maidstone
Bond Recruitment
Client service specialist
€30,000 a year
Posted: 27 April
Offer description

A national financial advisory firm is seeking an IFA Administrator for their Maidstone office. The role involves handling client queries regarding pensions and investments, as well as general office administration. Key responsibilities include preparing client review packs, supporting back office duties, and maintaining accurate client records. The ideal candidate should have exceptional communication skills, experience in financial advice, and be proficient in office software. This position offers a supportive team environment and is pivotal for client relationship management.
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