IFA Client Support Administrator

Pier Recruitment
11 Jan 2018
11 Feb 2018
Contract Type
Full Time

IFA Client Support Administrator
Location: Eastbourne
Salary: £20k-£23k + benefit package
Hours: Mon-Fri 9am - 5pm

I have great pleasure in supporting out highly reputable client in the recruitment of a dynamic and pro-active IFA Client Support Administrator to join their financial services organisation based in Eastbourne.


* Deal with client queries by phone, email and in person
* Diary management of the financial planner's appointments
* Prepare client documentation
* Process new business applications
* Open and maintain client files
* Adhere to FCA compliance and regulations
* Liaise with clients on administration queries
* Deal with incoming post, log and allocate to other team members as appropriate
* Ensure all business applications are processed accurately and in a compliant manner
* Liaise with product providers
* Send letters of authority and gather accurate information
* Produce portfolio valuations

The right candidate will have the following skills and attributes:

* Proven administration background ideally within a FCA regulated environment
* Great attention to detail and highly customer focused
* Highly organised with confident communication skills
* Strong work ethic with the ability to build strong business relationships

This is a fantastic opportunity to join a forward thinking, friendly and dynamic organisation that offers great training and career progression. For more information on this role please contact Sarah Nicholas on 01273 947810or apply today!

Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service.