IFA Administrator – Surrey
Salary
Up to 30k
Location
Job Type
Full Time
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We are currently working closely with a chartered financial planner in Cobham, Surrey. They give whole of market advice to private, professional and corporate clients. They have fully established themselves in the area and are looking to expand their support team with an experienced IFA Administrator to meet the increasing demands of advisers and their clients.
The IFA Administrator will provide an efficient service to a team of existing advisers, including;
- Processing new business and servicing existing clients.
- Deal with client queries and take appropriate action in a timely and effective manner.
- Input and management of data on the internal systems.
- Preparing literature and quotations for client meetings.
- Producing client valuations.
- Handling all office duties, such as answering the telephone, handling post, maintaining presentation of office, booking meeting rooms and managing the office diary, processing orders and meeting all visitors in a professional manner.
- Maintaining knowledge and adhering to the company and FCA obligations.