Part-Time Financial Administrator
3 weeks ago
We are seeking an experienced Part-Time IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice.
Key Responsibilities:Our ideal candidate will have strong communication skills and be able to work effectively with clients, providers, and internal teams. The role will involve:
- Liaising with clients to obtain personal information and policy details.
- Managing client diaries and schedules, including booking meetings and follow-up appointments.
- Preparing and sending pre-meeting information, letters, and welcome packs.
- Dealing with providers to obtain quotations, illustrations, and transfer values.
- Completing compliance requirements and Anti-Money Laundering checks for all clients.
- Producing weekly cash reports via Transact.
- Updating CRM with new client information and updating existing client details.
We are looking for someone who is highly organized, efficient, and able to work well under pressure. If you have a passion for administration and a desire to work in a dynamic and fast-paced environment, we would love to hear from you.
Please note that this is a part-time position, working 28 hours a week, 3 days a week. The successful candidate will be required to work from our office in Bookham, Surrey.
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Part-Time IFA Administrator
4 weeks ago
Great Bookham, Surrey, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Part-Time IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice.Key Responsibilities:Liaising with clients to obtain personal information, NI numbers, addresses, and policy details.Confirming change of address...
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Financial Planning Administrator
2 weeks ago
Great Bookham, Surrey, United Kingdom Blakemore Recruitment Full timeWe are recruiting for a Financial Planning practice in Surrey looking for a Part-Time IFA Administrator to join their team.Key Responsibilities:Liaising with clients to obtain personal information, NI numbers, addresses, and policy details.Confirming change of address and answering phone calls.Booking meetings and allocating follow-up tasks, managing diaries...
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Part-Time IFA Administrator
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Great Bookham, Surrey, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented Part-Time IFA Administrator to join our team at Blakemore Recruitment.Key Responsibilities:Liaise with clients to obtain personal information, NI numbers, addresses, and policy details.Confirm change of address and allocate follow-up tasks.Book meetings and appointments, managing diaries and schedules...
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Part-Time IFA Administrator
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Great Bookham, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team. 28 hours a week - 3 days a week. Job Description Liaising with clients to obtain personal information, NI numbers, addresses and policy details. Confirming change of address Answering phone...
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