Immediately Available IFA Administrator - 12m Maternity Contract
Here at Clark James we are delighted to be working with an exceptional Wealth Management business who are seeking an individual with proven IFA administration experience to slot into a 12m Maternity Contract and provide an accurate and efficient technical administration service to their busy team of Advisers and Paraplanners.
Your wide and varied role will include but not be limited to:
- Providing first class customer service to all clients.
- Providing an excellent level of administrative support to consultants and paraplanners
- Client and Product Provider liaison
- Document production
- Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms.
- Producing valuations
- Scanning and filing
In return you can expect a highly professional office environment, a friendly and welcoming team and an a salary of c£22k.
This job was originally posted as www.jobsite.co.uk/job/959491496