This role is to support the technical teams in all aspects if IFA admin. This will include the supporting the Compliance officers and Paraplanners. You will be working well within a team of highly skilled professionals. You will be looking to support from the cradle to grave process.
Other duties are as follows:
New business applications
updating client information on back office systems
Produce client valuations
Build strong relationships with third parties, clients and consultants.
For this role you will need relevant industry experience and ideally within a life and pensions area.
Strong organised and administration experience will be essential and strong telephone manner.
CF qualifications is desirable however willingness to learn is suffice.
Reed Specialist Recruitment Limited is an employment agency and employment business