IFA Administrator

Job Description My client are a small financial planning firm in Bath and are looking to add an experienced Administrator to their team. The Role: Setting up client records. Processing Letters of Authority. Ensure all information is logged onto the internal system. Liaise with providers and Financial Advisors. Process new business. Process fund switches. Prepare valuations. Deal with customer queries. General administration. About the Company: This financial planning firm have an office situated in the Centre of Bath. They’ve seen significant growth since they started out which hints to a strong management and leadership team that has firm business goals and a clear vision about who they are and what they want to achieve. Key Skills/Experience Required: Candidates must have previous administration experience within financial services, and a good working knowledge of Intelligent Office/Intelliflo. The Directors of the business hold qualifications in high regard and are looking for candidates who wish to become Diploma qualified in Financial Services. Salary/Benefits Information: The company can offer a competitive salary based on the successful candidates’ skills, qualifications and experience. They will provide full exam support to help you achieve the Diploma in Financial Services, as well as offer long term career progression within the business. Contact: Karen Cummins Quoting Reference: KC/22720 Candidate Care: By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application. If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.