IFA Administrator
Forrest Recruitment
IFA Admin
Permanent – Full Time – Knutsford - £30K D.O.E
We are currently recruiting for an experienced individual to join this well-established company as an IFA Administrator. Within this role you will be dealing with technical cases and supporting the financial advisors.
Duties
- Processing new business applications
- Produce valuation reports
- Tracking and updating client files
- Maintaining client accounts
- Drafting letters and documents
- Dealing with initial enquiries
- Offering technical support to the financial advisors
Requirements
- Experience within a financial services role
- Competent dealing with technical cases
- Strong work ethic and willingness to learn
Desirable
- Experience using Intelliflo
- Experience using platforms
To be successful you will have to be an individual who is experienced within a professional financial services environment and be able to offer technical support to the financial advisors.
Please submit your CV for immediate consideration.
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