IFA Administrator

Recruiter
Financial Divisions
Location
Croydon
Posted
10 Jan 2018
Closes
09 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

IFA Administrator

Croydon

Salary £23 – 26k

A leading nationwide Wealth Management Firm are currently recruiting for an IFA Administrator to join a team based in Croydon.

Key responsibilities will be processing new business and documentation

Take full ownership of life cycle of transacted business

Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations and illustrations.

Dealing with client queries

Dealing with Adviser charge fee and commission queries

General administration

Ideally your background will be within the Wealth Management industry.

Company offers competitive salary and benefits.

Please send your CV ASAP to Ursula Sloan at Financial Divisions
This job was originally posted as www.totaljobs.com/job/79029918