IFA Administrator - Liverpool Street

1 day left

F S People
City of London, London
22 Jul 2017
21 Aug 2017
Contract Type
Full Time

Our client are a well known IFA group based nationwide. Backed by one of Europe's leading financial solutions providers, this company has been a trusted source of independent financial advice for over 40 years,

The company act on behalf of private clients and corporate clients alike. This role, will be joining a team of administrators in their head office in London supporting around 180 independent financial advisers up and down the UK.

As a Private Client Administrator, you would be proving an full administrative service for 1 - 4 financial advisers.

Duties Include...

  • Producing the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations.
  • Answering and re-directing telephones to the correct department
  • Assisting with email queries
  • Booking meetings
  • Managing diaries
  • Compliance checks-; ensuring all processing is up to FCA standards
  • Dealing with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor

Ideal candidates will have experience in working with IFA's, willingness to learn with a keen interest in the Financial Services Industry.

The salary for this role is up to £24,000 depending on individual and experience.