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Anthony Alexandra
,
London, Greater London
IFA Administrator
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Job Type: Full-time |
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Salary: £23,000 per annum |
Overview
Anthony Alexandra are working in partnership with an Independent Financial Advisors based in West London, who are seeking an IFA Administrator with a strong work ethic. This role is appropriate for an IFA Administrator who wants to progress, assisting with the development of a growing team that deals with a wide range of Financial Services. The requirement of this role include: 2 years previous experience in an adviser support role within an IFA firm Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner Accuracy, flexibility, adaptability and excellent time management The ability to use company database (IO) is preferable Strong understanding of Microsoft Word, Excel, Outlook Knowledge of Investments, Pensions & Protection Products Responsibilities for this role include: Providing administrative support to Financial Advisers Dealing with daily client and provider enquiries New business processing Preparing and submitting applications and supporting documents to product providers Liaising with providers, insurance companies and solicitors Maintaining client files in line with Compliance procedures and updating client fact find information