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IFA Administrator - Swansea

Posted 3 January by Recruit UK Ended

Our client is an IFA firm based in Swansea and they are seeking to employ an IFA Administrator after the promotion of staff from their back office.

This is a very busy practice who offer financial solutions to both personal and corporate clients, dealing with a wide range of financial products and services. You will be supporting their Financial Advisors and providing administration support.

Within your role as IFA Administrator your main duties will involve;

  • Typing up letters and telephone notes.
  • Requesting quotes from various provider systems.
  • Processing new business, to include ISAs, Bonds, term assurance, personal pensions to include SIPPS and Income Drawdown plans and providing generic information to clients on such matters.
  • Administer and provide generic information to Wealth Management Clients.
  • Administer accounts using WRAP Platform such as the Standard Life Platform.
  • Correspond with clients and insurers over the telephone, email, and letter.
  • General ad-hoc duties such as Filing, faxing and scanning.
  • Updating and managing internal database (Using Intelliflo).
  • Support other areas of the business when necessary.

To be considered you will preferably have 2 years’ experience within a similar role for a financial advice practice with a good general knowledge of the Industry; specifically, in Fund Management and Switching. You will ideally have some financial services qualifications, be organised, enthusiastic, a strong communicator and motivated with tons of initiative.

Salary is dependent on your experience and qualifications and is c£20k - £25k, plus benefits, with hard work and loyalty being rewarded.

Please contact Ryan Bartlett at Recruit UK for more information on 01179-170410. (Quote reference 12052).

Reference: 33877318

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