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IFA Administrator

Posted 4 January by Accountancy Divisions Limited Ended

IFA Administrator

Croydon

Salary £23 - 26k

A leading nationwide Wealth Management Firm are currently recruiting for an IFA Administrator to join a team based in Croydon.

Key responsibilities will be processing new business and documentation

Take full ownership of life cycle of transacted business

Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations and illustrations.

Dealing with client queries

Dealing with Adviser charge fee and commission queries

General administration

Ideally your background will be within the Wealth Management industry.

Company offers competitive salary and benefits.

Please send your CV ASAP to Ursula Sloan at Financial Divisions

Reference: 34139678

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