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IFA Client Services Administrator

Posted 23 April by REED Insurance Easy Apply Ended
I am currently working with a highly successful IFA Practice and Chartered Accountant based within Poole.
They are looking for a Financial Planning Client Liaison, otherwise known as a Senior Sale Support to join their team and work closely with both the Financial Planners and Business Support to provide an excellent level of service and care to the businesses clients.

• Producing client reports, valuations and analytical data
• Issuing client letters of engagement and suitability reports with enclosures
• Maintaining client database (Intelligent Office)
• Maintaining and implementing efficient diary system
• Arranging appointments, organising logistics and liaising with clients as required
• Raising invoices and providing accounts support
• Answering FCFP telephone


• Computer literate
• Knowledge within Excel and spreadsheets
• Efficient, methodical, organised, punctual and comfortable working without support
• Customer service and administration experience
• Experience of using Intelligent Office is desirable
• Any industry relevant qualifications would be a fantastic bonus

Please apply online today or send your most upto date CV to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33678532

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