IFA Administrator

  • Location

    Exeter

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + Bonus & Benefits & Exam Support

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3842_1658144752

  • Published:

    about 1 month ago

  • Expiry date:

    2022-08-17

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter.

The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries. The company have a genuinely supportive environment and are keen to add a first class administrator who can contribute to this.

  • Provide administrative support to the advisers and wider team
  • Set up and maintain client files ensuring all communications are saved
  • Liaise with clients to obtain client information
  • Issue and chase information requests to a clients existing product provider
  • Collate information received from providers ready for the paraplanner to review
  • Liaise with clients to obtain completed client documents
  • Act as the first point of contact for incoming calls
  • Assist with the servicing of existing client including producing portfolio valuations and producing review packs
  • Action existing client queries.
  • Everyday administration duties to include preparing client valuations, processing financial planning new business and processing estate planning instructions

Requirements

  • Candidates must have previous experience of working in an Administrator role within a Financial Planning or Financial Services business
  • A minimum of 1 year experience in a similar Financial Services role.
  • Excellent communication skills