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Reed
,
Lowestoft, Suffolk
Ifa Administrator
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Job Type: Full-time |
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Salary: £23,000 per annum |
Overview
My client are a Chartered IFA firm who are looking to recruit an experienced Financial Services Administrator to join their growing team. If you have recently started your career with an IFA or are seeking a new challenge within the financial services industry, this could be the perfect opportunity for you. Main duties You will scan incoming correspondence and take action as required. You will prepare valuations and quotations by requesting information from providers. You will keep both the internal and client databases up to date. You will deal with client enquiries by post, email and telephone. You will liaise directly with providers and clients when required. You will process client applications. You will complete and process post review files. You will prepare client files for review meetings. Key Skills Experience within an IFA firm is essential Excellent financial services product knowledge required Initiative and self-starter Excellent telephone manner Excellent communication skills, both verbal and written Efficiency Accuracy Time Management Highly organised Team Player Benefits Free on-site parking Study support Excellent pension scheme 21 days' holiday plus bank holidays, increasing to 27 Progression opportunity