Ifa Administrator

2 weeks ago

Gloucester, United Kingdom Toner Graham Full time

You will have:
Minimum of 12-18 months in an administrative role, ideally working in an IFA/Wealth management setting.

Summary of the role:

- Supporting the Client Services teaM/Financial advisors.
Providing general administration, data processing, processing reports, preparing client reviews, processing withdrawals, chasing up providers. preparation for client meetings

Main responsibilities include
- General office duties
- Processing New business files
- Preparing Client review packs
- Data entry and Client Letters of Authority
- Processing of incoming post
- Observing data protection regulation at all times
- Keeping client records up to date by liaising with the relevant product providers
- Deal with clients face to face and over the phone
- Perform all aspects of the role with in a professional and efficient manner

Must be
- Computer literate
- Reliable and trustworthy
- Able to work under pressure
- Work to high levels of accuracy
- A team player
- Organised
- A good communicator
- Experience of working in a similar environment is preferable

Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.

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