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Financial Services Coordinator
2 months ago
Job Title: IFA Administrator
Location: Bognor Regis
Salary: Up to £30,000 (based on experience and qualifications)
About the Company:
We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented individual to provide vital administrative support.
Key Responsibilities:
- Liaising with plan providers to obtain client information, valuations, and documentation.
- Completing, checking, and accurately inputting client details into Intelligent Office (IO) software.
- Maintaining and updating client records to ensure accuracy and compliance.
- Handling the submission and verification of new business applications to providers.
- Preparing, printing, binding, and sending reports, letters, and presentations.
- Managing incoming and outgoing correspondence.
Requirements:
The ideal candidate will have excellent communication and organizational skills, with the ability to work accurately and efficiently in a fast-paced environment.
