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Financial Services Administrator

Location: FORDINGBRIDGE, HAMPSHIRE, UNITED KINGDOM Salary: , Salary Negotiable
Sector: Business Support Job Type: Permanent
Shift Type: N/A Applications: 6
Posted: 2 months ago Reference: X3-364398

IFA Administrator



Reed are delighted to be recruiting for an IFA Administrator in Fordingbridge,  this Practice are looking for a proactive and enthusiastic IFA administrator to join their already established a team.

●      Preparing meeting packs and valuations for advisers prior to their client meetings.
●      Dealing with queries from clients and other third parties over the telephone and emails. 
●      Using the Intelliflo (IO) back-office system to record client information, updating fact find details and creating tasks.
●      Using various investments platforms for trading and processing new business cases.
●      Liaising with product providers and other third parties to acquire additional information that may be required to assess a client’s needs and prepare the data in preparation for the Suitability Report.
●      Processing new business cases i.e completing the necessary application forms, communicating with the providers and the client effectively to ensure the process is completed efficiently.

About you:

●      Excellent written and verbal communication skills.
●      previous experience of working in an IFA.
●      Microsoft Word & Excel
●      Prioritising workload
●      Ability to work under pressure
●      Time Management

For more information please contact Donna at Reed

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