IFA Administrator

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...