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Financial Services Administrator

Location: WICKHAM COMMON, HAMPSHIRE, UNITED KINGDOM Salary: , Salary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-371056


Part Time IFA Administrator
Wickham
£negotiable


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