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
- 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.
- Financial Management Services
- Sales support
- Financial services