IFA Administrator position based in Shrewsbury working for a well known financial services organisation. This role offers flexible starting and finishing times.
Client Details
This opportunity is with a well-established, large organisation within the Financial Services sector based in Shrewsbury who are looking for an experienced IFA Administrator.
Description
* Handling incoming and outgoing communication, including calls and emails
* Assisting in the preparation of reports and presentations
* Coordinating meetings, including scheduling and preparation of materials
* Ensuring office supplies are maintained and organised
* Supporting the implementation of new administrative systems
* Monitoring the transfers of assets/cash to or from other institutions.
* ISA subscriptions and transfers.
* Processing of payments.
* Liaising with colleagues within Business Support regarding administration of client accounts.
Profile
A successful IFA Administrator should have:
1. Previous experience working for a wealth management organisation is desirable but not essential
2. Excellent organisational skills and attention to detail
3. Strong written and verbal communication abilities
4. Proficiency in Microsoft Office Suite and other administrative software
5. Ability to manage multiple tasks and projects simultan...