Financial Services Administrator

Recruiter
Reed
Location
Christchurch, UK
Salary
Competitive
Posted
16 Sep 2019
Closes
25 Sep 2019
Ref
1243289927
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Financial Advisory Practice who strive for excellence in everything they do, helping corporate and individual clients with offices nationally are recruiting for a IFA Administrator to join their busy, fun yet hardworking team based in Dorset.

As the IFA administrator you will be providing support to the Financial Advisers ensuring all client requests are completed to a high level, within compliance guidelines and in a timely manner, ensuring a smooth process start to finish.

Duties...

Obtain illustrations from Platforms & Providers

Admin duties such as; valuations, client agreement, fact find & risk questionnaire

To prepare new business applications

Maintaining relationships

Obtain new business information and existing policy information from clients

Skills...

Upto date industry knowledge

Excellent communication skills both written and verbal

Proven experience within a IFA practice environment

Experience using Intelligent Office is preferable

Organised and highly motivated

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