IFA Administrator
other jobs Recruit UK
Added before 6 Days
- England,South West,Somerset,Bath and North East Somerset
- Full Time, Permanent
- £30,000 - £36,500 per annum
Job Description:
RecruitUK are supporting an esteemed wealth management firm in the heart of Bath and they’re looking for a dedicated and detail-oriented IFAAdministrator to join their Client Operations team.
Responsibilities Include
*Act as the main point of contact for client and third-party queries by phone and email
*Liaise with advisers and providers to manage day-to-day administration
*Manage workflow tasks to ensure work is completed accurately and on time
*Support new business processing and track cases through to completion
*Prepare client and adviser documentation and maintain back-office records (Intelligent Office)
What we’re looking for
*A minimum of 2 years’ experience within Financial Services administration, supporting advisers
*Strong team player with the ability to work independently when required
*Confident using Intelliflo Office (iO)
*Varied provider platform knowledge
*Strong written and verbal communication skills
Benefits
*Attractive bonuses
*28 days holiday + bank holidays
*Exam funding & support
*Life insurance (3x DIS)
*Progression avenues into Paraplanning / Financial Advice
*Regular salary reviews
Get in touch today to find out more!
Responsibilities Include
*Act as the main point of contact for client and third-party queries by phone and email
*Liaise with advisers and providers to manage day-to-day administration
*Manage workflow tasks to ensure work is completed accurately and on time
*Support new business processing and track cases through to completion
*Prepare client and adviser documentation and maintain back-office records (Intelligent Office)
What we’re looking for
*A minimum of 2 years’ experience within Financial Services administration, supporting advisers
*Strong team player with the ability to work independently when required
*Confident using Intelliflo Office (iO)
*Varied provider platform knowledge
*Strong written and verbal communication skills
Benefits
*Attractive bonuses
*28 days holiday + bank holidays
*Exam funding & support
*Life insurance (3x DIS)
*Progression avenues into Paraplanning / Financial Advice
*Regular salary reviews
Get in touch today to find out more!
Job number 3352260
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Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...