IFA Administrator

Posted 11 September by First Recruitment Services Limited
Easy Apply Featured

Our client is looking for an administrator to provide support for Chartered Financial Advisers. The role will include processing applications, servicing clients and supporting IFAs.

Key Activities & Responsibilities:

• Setting up Contracts on Enable back office system
• Scanning
• Photocopying
• Answering telephones
• Updating client information
• Processing Applications
• Chasing and updating information on Enable
• Dealing with post
• Uploading documents to Enable
• Binding Reports
• Dealing with Emails
• Spreadsheets
• Invoicing
• Putting New Business Packs together for advisers
• Dealing with client queries

Qualifications and skills:

• Experience of working as an administrator within a previous financial services organisation for at least a year
• Attention to detail and accuracy are paramount to this role
• Good telephone manner
• Good excel skills

First Recruitment Services are acting as an employment agency in relation to this vacancy.

Reference: 36081091

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job