Ifa Administrator
3 days ago
IFA Administrator
Warwick
Salary up to £26,000
Hybrid working is available
Market Leading organisation
Exam Funding + Career development
We are delighted to be recruiting for a well-established firm of Independent Financial Planners who are looking for an experienced Administrator to join their team.
Working full time from their office based in Warwick you will be providing full support the Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
**Responsibilities**:
Processing new business
Working on provider platforms
General administration
Preparing files for client visits
Producing Valuations and Illustrations
Liaise with both internal and external stakeholders by telephone, letter and E-mail
Maintenance of all administration systems
Ensuring that all client data is accurate and up to date
Maintenance of diary management system
Ensuring that daily workflow is completed in line with SLA's
Ensure appropriate documentation is scanned and attached to the relevant client records.
For further information please contact one of our specialist consultants quoting REF: NJR13154
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