IFA Administrator

Posted 1 week ago by Search Consultancy
Easy Apply

IFA Administrator, based in Somerset with a well established Wealth Management company.

Competitive basic salary and good benefits.

To provide an efficient administration service for Financial Advisers.

To assist the Advisers in the procurement and processing of new business and the servicing of existing clients.

To produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations.

To process all new business documentation in accordance with the agreed service and quality standards.

To deal with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor.

To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.

Support given towards level 4 diploma.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Reference: 38900757

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