IFA Administrator

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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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