Finance Administrator IFA

1 week ago


Alton, United Kingdom Faith Recruitment Full time

A fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases. This is a fast paced role and requires great attention to detail and accuracy. You will be working for a growing business that offers ongoing support and training.Responsibilities:Managing the Mailbox and answering callsMaintain and update client files ensuring compliancyBuild relationships with clients.Provide support to the advisers.Preparation of client valuationsPreparing recommendation reports,Process new and existing business reportsDealing with external providers and professionalsProcessing of Questionnaires, recording and filing as appropriate.Processing probate reportsPreparing more c recommendation reports,Face to face Meetings with clients. Skills Required Previous Admin experience in a IFA environment essentialOrganisation and prioritisationExcellent attention to detailExcellent verbal and written communication skillsConfident using all programmes such as Word, Excel and OutlookA thorough understanding of IFA terminology



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