IFA Administrator, flexible working

Recruiter
ST Resourcing
Location
Altrincham
Posted
10 Jan 2018
Closes
09 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client is a chartered and market leading IFA practice who are seeking a highly professional and experienced IFA Administrator to join their team in Altrincham.

Providing comprehensive support to Financial Advisers Administering investments, pensions and protection for individual clients and corporate schemes Processing new business and servicing - protection, investments, top-ups, pension transfers and drawdown etc. Producing up to date valuation reports for clients Liaising with clients and dealing with their queries and concerns Maintaining client records on system and paper files Dealing with the incoming and outgoing post Liaising with colleagues, clients and product providers Composing letters Using Microsoft Office packages A leading firm in the area, which is well known and has a great working environment, please do apply.


This job was originally posted as www.totaljobs.com/job/79145042