IFA Administration

Posted 4 days ago by REED Insurance
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IFA Administration - Central London - 27k Circa

KEY OBJECTIVES

Produce accurate and professional client documentation on a timely basis
Provide high quality administrative support to client, Planner and wider team
Ensure all client documentation is dispatched accurately and in a timely fashion
Adherence to Data Protection and Information Security policies at all times.

Always act professionally and with integrity, focusing on providing a high degree of customer service to both internal and external stakeholders.

Actively contribute to the enhancement of front office procedures, processes and ad hoc projects.

Team work " assist and support the wider Client Services Administration team to manage peaks and troughs of work load

Training, education & qualification

Good general education, including GCSE Mathematics and English grade B or above or equivalent qualification. Ideally educated to A Level standard or equivalent qualification (or individuals deemed 'qualified by experience' would be considered)
Working towards Certificate in Financial Services or Certificate in Regulated Financial Services Operations (or equivalent qualifications)



Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 37694349

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