IFA AdministratorCity of London£25000 to £32000 and benefits and bonusMy client provides in-depth independent financial advice to high net worth individuals and business owners, as well as tailored employee benefit solutions to medium sized corporates.
- This role will focus on providing full administrative support and pre and post meeting preparation for client meetings.
- Diarising to ensure client paperwork and proposals move forward and obtaining letters of authority from clients
- Dealing with providers, clients and colleagues within the company
- Handling client queries in relation to administration
- Ensuring all correspondence and documents are checked for accuracy prior to issue to ensure excellent client service.
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