IFA Administrator
Warwick
Salary up to £30,000
Hybrid working,
Life Assurance
Exam support
Health Cash Plan
Employee Assistance programme
Flexi Time Working
We are delighted to be recruiting for a well established firm of Independent Financial Planners who are looking for an experienced Administrator to join their team.
Working full time from their office based in Warwick you will be providing full support the Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Responsibilities
Processing new business
Working on provider platforms
General administration
Preparing files for client visits
Producing Valuations and Illustrations
Liaise with both internal and external stakeholders by telephone, letter and E-mail
Maintenance of all administration ...