Eden Scott is delighted to be supporting our longstanding client, a Firm of IFAs, to recruit for an IFA Administrator. You will be joing an established team supporting their Paraplanners and Financial Advisers. FINANCIAL SERVICES ADMINISTRATOR Prepare client packs for meetings - new business packs (RTW) and or meeting review packs Answering telephone and email queries - clients and providers Adding new clients to and updating Inteliflo client records Sending new business to Providers by mail, email or processing direct on platform ensuring paperwork is completed in accordance with internal compliance requirements. Action client requests - usually withdrawals (accuracy required) Create and maintain work tasks via Intelliflo to maintain workflow is processed in timely manor Communicate with Providers for any outstanding documentation or information. On receipt of new policy check documentation accurate and send out to client. Prioritise and maintain workload General administration support for the IFAs If you have experience in a similar role then please click on the link to apply or send your updated CV to nicky.johnstonedenscott.com