Financial Administrator
5 months ago
My client a successful IFA brokerage have a Financial Administrator role available in either Shoreham or Brighton.
Will suit a current adminstrator or IFA sales support currently working in an IFA brokerage or wealth managment firm or even mortgage brokerage.
General Duties:
- Setting up and maintaining client files
- Ensuring back office systems are kept up to date and particularly at valuation point and if there have been any changes in the clients’ circumstances.
- Chasing underwriting position weekly for all protection cases.
- Producing valuations for Financial Planner(s) review meetings
- Creating meeting packs and meeting cover sheet for the Financial Planner(s)
**Salary**: £23,000.00-£26,000.00 per year
Application question(s):
- Experience as an administrator or sales support within an IFA brokerage
Work Location: In person
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