IFA Administrator - Cambridge

3 days left

James Phillip Financial Recruitment
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

My client a successful National firm of advisers, based in Cambridge are looking for a full time permanent administrator. The ideal candidate will have had experience of working as an administrator within a previous financial services organisation for at least a year. Attention to detail and accuracy are paramount to this role which is based within their busy business. The role will include processing applications, servicing clients and supporting IFAs . A good telephone manner and excel skills are important , along with being a strong team player.

Reporting to the Senior Sales Support:

You will be:

  • Scanning;
  • Photocopying;
  • Answering telephones;
  • Updating client information;
  • Processing Applications;
  • Chasing and updating information on Enable;
  • Dealing with post;
  • Uploading documents to Enable;
  • Binding Reports;
  • Dealing with Emails;
  • Spreadsheets;
  • Invoicing;
  • Putting New Business Packs together for advisers;
  • Dealing with client queries.

Salary £18k - £19k plus benefits and a possible bonus.

Please foward your CV to James Rapley at James Phillip Financial Recruitment