IFA Administrator – Bath – Ref 12743
Salary
REF 12743
Location
Claremore
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
We are working with a growing financial planning firm in the centre of Bath who are looking to take on a sales support administrator to work directly with the Paraplanners and Financial Advisers.
Ideally you will have previous financial services administration experience within either a financial planning, Product provider or Mortgage firm.
You will be involved with a fun and friendly atmosphere where you will receive support with training and development. Should you want support with qualifications this is also something that will be on offer.
The ideal candidate will have great organisational skills, be able to communicate well as you will be dealing with both clients and providers your main duties will include but not be limited to:
Handle all incoming calls/emails in a professional and efficient manner
Managing customer queries
Working closely with the financial adviser and manage their diary
Prepare letters
Processing new business
data input
A basic salary of up to £23,000 is on offer for the right candidate.
For more information on this role please contact Recruit UK on 01179170416 or email [email protected]
Ref-12743
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.