IFA Administrator

IFA Administrator

BCR/AK/11005

Erdington/Castle Bromwich

£24,000-28,000 DOE

Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion!

Please view the details of this IFA Administrator role below:

The Role:

• Liaise with internal and external parties- first point of contact for clients
• Updating and ensuring all supporting documentation is maintained
• Oversee management of annual reviews and portfolio reviews
• Prepare Platform withdrawals / fund switches / transactions for approval
• Respond to customer queries with standard letters or draft relevant responses
• Further ad-hoc administrative duties

The Ideal IFA Administrator will have:

• 2 years or more experience at an IFA Practice (Essential)
• Experience in Financial Services (Essential)
• Experience using Intelligent Office
• Great communication skills both written and verbal
• Excellent professional presentation
• Long term plans to remain within a client services role

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales