Part Time Administrator to Ifa
3 weeks ago
**Part Time Administrator to Independent Financial Advisor**
**Remote. Close proximity to Ware, Hertfordshire preferred**
**Monday, Wednesday, Friday c10am-2pm**
**c£15.00 per hour. Employed or Self Employed options**
Providing administration support to an Independent Financial Advisor (IFA)
**Responsibilities, after training include**:
*Appointment making and diary management
*Organising Client reviews
- Logging Client transactions
- Creating meeting packs
- Processing Applications
- Transcribing notes of meetings and ensuring actions arising are met within timescales
- Being the first point of Contact for Client enquiries
- Issuing and following up of Letters of Authority
- Generating Illustrations
- Chasing Pipeline business
- Issuing quarterly Bulletins, Birthday cards, Christmas cards
**Experience with Salesforce is desired though not essential
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