Ifa Administrator
3 weeks ago
We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an IFA administrator to join their team. Must have previous experience working for a Financial Planning practice.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
**Key Requirements and Skills**:
They will be part of an administration team, supporting in all day-to-day tasks. This will include
- General Administration duties
- handling incoming mail, scanning, filing
- arranging client meetings
- preparing client files for meetings
- processing new business
- maintaining client files, database management
- corresponding with clients
- the updating of fact finds and AML checks
- preparing valuations
- obtaining quotations
- liaising with providers
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