IFA Administrator

IFA Admin

Permanent – Full Time – Knutsford - £30K D.O.E

We are currently recruiting for an experienced individual to join this well-established company as an IFA Administrator. Within this role you will be dealing with technical cases and supporting the financial advisors.

Duties

* Processing new business applications

* Produce valuation reports

* Tracking and updating client files

* Maintaining client accounts

* Drafting letters and documents

* Dealing with initial enquiries

* Offering technical support to the financial advisors

Requirements

* Experience within a financial services role

* Competent dealing with technical cases

* Strong work ethic and willingness to learn

Desirable

* Experience using Intelliflo

* Experience using platforms

To be successful you will have to be an individual who is experienced within a professional financial services environment and be able to offer technical support to the financial advisors.

Please submit your CV for immediate consideration
Only candidates based in UK and eligible to work in UK are allowed