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Ifa Administrator

Location: CHELTENHAM, GLOUCESTERSHIRE, UNITED KINGDOM Salary: Salary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-463078

My Client are a small independent financial adviser based in Cheltenham, a boutique financial planning firm who have a unique opportunity for an office based Part Time IFA Administrator to join their dedicated team. 

In return a friendly working environment with variety can be offered with a competitive salary, flexible working hour's to suit you and car parking.

 

Job Description

To provide efficient administration support for our existing clients as a member of the Practice’s admin team.

 

Responsibilities

The role will include but not be limited to:

• Updating and maintaining client databases and registers

• Ensuring client files meet compliance standards

• Processing new business

• Producing personalized client illustrations

• Contacting providers

• Client report facilitation

• Other general administration duties

 

Skills and Experience Required

• IFA administration experience is essential

• Attention to detail and strong accuracy skills with a keen eye for detail

• An ability to construct specific letters and reports

• Good IT skills including data input and a working knowledge of both Word and Excel

• Being able to work both independently and as part of a team

 

If you are keen to apply or discuss further please do not hesitate to contact me and I will endeavour to help. Either email leanne.appleton@reed.com or call 07949 700882

 

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