Ifa Administrator
3 weeks ago
Office Angels are currently recruiting for an **IFA Administrator** for our client based in Winnersh.
**Role**:IFA Administrator
**Location**:Winnersh
**Salary**: £25,000
**The Role**:
The role will involve promoting the company's services in a professional and FCA compliant manner.
- Deal effectively with queries from clients and other parties through effective communication.
- Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and
- Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis.
- You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalfof the Financial Adviser.
- Work closely with Senior Administrators to plan and deliver tasks which facilitate the success of the company.
- Financial Services Experience is desirable
- Able to work within defined business processes
- Ability to work on own initiative
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Ability to work independently and as part of a team
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
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