Part Time Administrator to Ifa

3 weeks ago


Ware, United Kingdom EC Appointments Ltd Full time

**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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