IFA Administrator

Search Consultancy
21 Dec 2018
21 Jan 2019
Contract Type
Full Time
IFA Administrator, based in Bath,
Competitive basic salary and good benefits.

This is a fantastic opportunity to work for a successful, established local IFA firm in Bath as an Administrator.

To provide an efficient administration service for Financial Advisers. To assist the Advisers in the procurement and processing of new business and the servicing of existing clients.

To produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations.

To process all new business documentation in accordance with the agreed service and quality standards.

To deal with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor.

To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.

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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