IFA Administrator - Cambridge
3 days left
- 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:
- 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;
- 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