Job Description
IFA Admin
Permanent – Full Time – Knutsford - £30K D.O.E
We are currently recruiting for an experienced individual to join this well-established company as an IFA Administrator. Within this role you will be dealing with technical cases and supporting the financial advisors.
Duties
* Processing new business applications
* Produce valuation reports
* Tracking and updating client files
* Maintaining client accounts
* Drafting letters and documents
* Dealing with initial enquiries
* Offering technical support to the financial advisors
Requirements
* Experience within a financial services role
* Competent dealing with technical cases
* Strong work ethic and willingness to learn
Desirable
* Experience using Intelliflo
* Experience using platforms
To be successful you will have to be an individual who is experienced within a professional financi...
Permanent – Full Time – Knutsford - £30K D.O.E
We are currently recruiting for an experienced individual to join this well-established company as an IFA Administrator. Within this role you will be dealing with technical cases and supporting the financial advisors.
Duties
* Processing new business applications
* Produce valuation reports
* Tracking and updating client files
* Maintaining client accounts
* Drafting letters and documents
* Dealing with initial enquiries
* Offering technical support to the financial advisors
Requirements
* Experience within a financial services role
* Competent dealing with technical cases
* Strong work ethic and willingness to learn
Desirable
* Experience using Intelliflo
* Experience using platforms
To be successful you will have to be an individual who is experienced within a professional financi...
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