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Anthony Alexandra
,
London, Greater London
IFA Marketing Administrator
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
Anthony Alexandra are working in partnership with an Independent Financial Advisor based in South West London, who are seeking an IFA Marketing 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: Previous experience in an adviser support role Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner Accuracy, flexibility, adaptability and excellent time management Marketing / PA experience would be desirable Strong understanding of Microsoft Word, Excel, Outlook Knowledge of Investments, Pensions & Protection Products Responsibilities for this role include: Providing administrative support to a Financial Adviser Marketing duties advertising the IFA practice 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 KEYWORDS R01 / R02/ R03/ RO4/ R05/R06/ Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Report Writing / Suitability Reports / Suitability Letters / Diploma / DipFA/ Marketing Commutable from: Croydon / Purley / Sutton / Epsom / Cheam / Ewell / Leatherhead / Redhill / Caterham / Kingswood / Oxted / Reigate / Horley / Gatwick / Horsham / Dorking / Ashtead / Wimbledon / Mitcham / Morden / Merton / New Addington /Kingston