IFA Administrator
Posted 14 days 5 hours ago by Bell Cornwall Recruitment
IFA Administrator
BCR/AK/11005
Erdington/Castle Bromwich
£24,000-28,000 DOE
Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion!
Please view the details of this IFA Administrator role below:
The Role:
- Liaise with internal and external parties- first point of contact for clients
- Updating and ensuring all supporting documentation is maintained
- Oversee management of annual reviews and portfolio reviews
- Prepare Platform withdrawals / fund switches / transactions for approval
- Respond to customer queries with standard letters or draft relevant responses
- Further ad-hoc administrative duties
The Ideal IFA Administrator will have:
- 2 years or more experience at an IFA Practice (Essential)
- Experience in Financial Services (Essential)
- Experience using Intelligent Office
- Great communication skills both written and verbal
- Excellent professional presentation
- Long term plans to remain within a client services role
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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