Finance Administrator IFA

A fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases. This is a fast paced role and requires great attention to detail and accuracy. You will be working for a growing business that offers ongoing support and training.

Responsibilities:

• Managing the Mailbox and answering calls

• Maintain and update client files ensuring compliancy
• Build relationships with clients.
• Provide support to the advisers.

• Preparation of client valuations
• Preparing recommendation reports,
• Process new and existing business reports
• Dealing with external providers and professionals

• Processing of Questionnaires, recording and filing as appropriate.

• Processing probate reports
• Preparing more c recommendation reports,
• Face to face Meetings with clients.

Skills Required

• Previous Admin experience in a IFA environment essential
• Organisation and prioritisation
• Excellent attention to detail
• Excellent verbal and written communication skills
• Confident using all programmes such as Word, Excel and Outlook
• A thorough understanding of IFA terminology.