The Role
This is a not-to-be-missed opportunity for you as an IFA administrator as an IFA administrator you will deal with several administrative tasks and assist independent financial advisers to deliver effective communication, organisation and timekeeping these are crucial for a financial business and you will be in charge of ensuring that every task is carried out as instructed, all while maintaining contact with the relevant people.
The Business
Our client is an independent firm with offices in both the Southwest and London they provide a top-class service to both individuals and companies on all aspects of financial planning. Our client's business has been built on their quality, unbiased and professional guidance. You will be helping deliver this service to their customers and helping them to achieve their financial goals, by formulating coherent, long-term strategies which are monitored and reviewed on a regular basis.
A Typical Day
* Dealing with incoming enquiries
* Updating Client files on the back-office system
* Processing applications and obtaining valuations
* Proofreading and sending Suitability Reports to clients
* Liaising with Clients and Providers
* Co-ordinating workflow
* Sending Letters of Agreement
What You Need<...