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IFA Administrator

Posted 7 March by Reward Recruitment Easy Apply Ended

Cardiff

Reward Recruitment are currently partnered with a highly reputable and prestigious Wealth management firm, who are looking to expand their support team based in Cardiff, by adding an IFA Administrator to

Job Responsibilities

  • Prepare letters and reports for clients and IFA visits.
  • Maintaining the Advisor Office Database.
  • Responding to client enquiries either by letter or by phone
  • Processing applications and payments.
  • Obtaining valuations and policy information.
  • Liaising with product providers.
  • Completing illustrations.
  • Completing payments & Switches.
  • Competent user of Advisor Office.

Having knowledge of DB schemes is advantageous.

For more information please contact SAMUEL GROOM at Reward Recruitment.

Required skills

  • Financial Management Services
  • Sales support
  • Financial services

Reference: 34626973

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