IFA Administrator

Recruiter
Search Consultancy
Location
Berkshire
Posted
11 Feb 2018
Closes
15 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

IFA Sales Support based in Berkshire , excellent salary and benefits package

Main duties of this role include:

* Work closely with the Advisors and Paraplanners
* Provide Administrative support
* Maintain client records on internal system
* Process business following process
* Request information from third parties
* Produce client valuations
* Ad-hoc tasks as and when required

The ideal candidate will have:

* Experience working within an IFA environment
* Strong IT skills
* Customer focus
* Organisation and attention to detail
* Good communication skills

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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