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IFA Administrator

Location: LEICESTER, LEICESTERSHIRE, UNITED KINGDOM Salary: 18,000-20,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-285638

My client are a fast growing IFA firm who are looking to recruit a Financial Services Administrator to join their growing team.

If you have recently started your career with an IFA, or are seeking a new challenge within the financial services industry, this could be the perfect opportunity for you. 

Main duties

  • You will scan incoming correspondence and take action as required.
  • You will prepare valuations and quotations by requesting information from providers.
  • You will keep both the internal and client databases up to date.
  • You will deal with client enquiries by post, email and telephone.
  • You will liaise directly with providers and clients when required.
  • You will process client applications.
  • You will complete and process post review files.
  • You will prepare client files for review meetings.

Key Skills

  • Financial services product knowledge required
  • Initiative and self-starter
  • Excellent telephone manner
  • Excellent communication skills, both verbal and written
  • Efficiency
  • Accuracy
  • Time Management
  • Highly organised
  • Team Player
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