IFA Support Administration Assistant

Posted 21 July by Pendry Selection Services

IFA Support Administration Assistant

Do you want to work in a modern fast-moving up-market organisation with state of the art offices backing up an enthusiastic team of Advisers operating in the Financial Services sector as the first point of contact? This may be the opportunity you have been waiting for. Career development opportunities are unlimited. You will be encouraged and supported to take relevant professional qualifications

The Firm

A sophisticated Financial Services firm, operating in the High Earning sector, advising on and selling Investments, savings, pensions, wills and mortgages

Job Duties and Responsibilities

*Post management - logging and filing of incoming post, switchboard and reception
*Aftersales admin checks for policies sold by Advisers
*Logging and reporting of identified errors
*Reconciling of incoming commission statements to policies in the customer database
*Liaising with customers, insurers and lenders on an ad hoc basis to assist ongoing applications and status updates
*Administration and upkeep of the firm’s in house CRM system
*Stationery orders and general office upkeep

Essential Attributes

  • Must live within easy travelling distance from Watford Junction area
  • Good grades in English and Maths and skill with calculations
  • Good recent UK experience in office administration in a fast-moving consumer service industry like insurances, banking, or building society
  • Smart appearance and excellent communication skills at all levels
  • Good team spirit
  • Insistence on accuracy and compliance
  • Ambition, energy and enthusiasm, Must love being busy
  • Clean credit record and good references from previous employers

Pendry Selection Services, premier Talent finders are handling this vacancy for a special Client. Career development opportunities are unlimited. Call us today for more details if you are interested, or email us your cv.

Required skills

  • Administrative Support
  • Customer Service
  • Client Liaison
  • Ambition
  • Figurework

Application questions

Do you live within easy travelling distance from Watford, Herts?
Have you administration experience in a fast moving consumer industry?
Are you ambitious, numerate, articulate and IT literate with good grades in maths and engish?
Are you energetic, enthusiastic and ambitious?
Have you a smart appearance and exemplary communication skills?

Reference: 35687212

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