IFA Support Administrator

Cavendish Maine Recruitment
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Our client, a recognised and well respected financial services firm based in Northwich are looking to recruit a IFA Support Administrator to join their team. The role will see you proving support to advisers and clients alike in their goals.

This is a great opportunity to join an exciting firm that provides a holistic approach to financial services and really do invest in their employees progression.

Your responsibilities will include:

  • Adviser and Client Support for new business and client servicing
  • Managing leads with the CRM system
  • Arranging appointments and diary management
  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
  • Checking new business paperwork, banking cheques, scanning documents
  • Submission of new business to Platform and Off-Platform administration teams
  • Managing cash balances and cash movements
  • Preparing valuations
  • Assisting Advisers with fact find input

You will have previous financial services experience with excellent attention to detail and record keeping/reporting capabilities, a proactive attitude with the ability to multi-task and have strong communication skills.