IFA Administrator – Bridgend

RecruitukLtd Salary: up to £25k

We are actively working with a small Wealth Management team within a Chartered Accountants who are looking to recruit an experienced IFA Administrator. Due to a recent surge in business, they are looking to expand this team and take on ideally two administrators to support their Tax Planners and Paraplanner.

Your duties will include:
· Processing new business
· Speaking with clients of the business,
· Liaising with insurers/providers etc,
· Updating online systems,
· Working in tandem with the Paraplanner on technical matters and all sales support.
· Monitor timely receipt of Policy Documents and Contract Notes.
· Ensure documentation is correct and accurately added to client management system.
· Ensure documentation is forwarded to clients quickly and efficiently.
· Monitor outstanding remuneration and actively chase outstanding payments
Successful candidates will hold at least two years’ worth of experience within an IFA or wealth management firm.
A competitive salary of £20,000 – £25,000 dependent on candidate experience.

For more information please contact Louise Bibb on 01179 170 416 or email Louise.bibb@recruitukltd.co.uk and quote reference 11623.

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