IFA Administrator
Salary
23000
Location
Fareham
Job Type
Full Time
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Job Title: Administrator
Industry: Financial Services
Location: Fareham
Salary: £23,000
Job Description:
Currently working with a firm of Independent Financial Advisers based in Fareham
Purpose of the role is to offer administrative support to the Directors and Advisers.
You will have the primary responsibility for supporting the new client sales progress and will have principal responsibility for Intelligent Office and in particular to develop the system to provide the maximum benefit for the firm.
An idea of duties:
- New business processing – check all documents, input to system, complete applications
- Client servicing / Monthly client reviews – input client proposition on IO, diaries appropriately, prepare reports for client meetings
- IO fees – raised and sent, log and action all buy/ sell/ fund switches
- Ad hoc admin duties including – emails, IO queries, telephone calls, development and training
- Must have knowledge of Intelligent Office.
- Experienced Financial Services Administrator
- A keen eye for detail, strong communication, telephone manner
- Proficient in Microsoft Office
- Experience working in a fast paced, busy office environment
- Excellent customer service
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.