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London-hybrid working
Top benefits package, opportunity for career progression
Excellent opportunity for an experienced IFA Administrator to join a top London firm where emphasis is placed on providing an individual tailored advice plan for their Clients throughout the various stages of their lives.
Opportunity Highlights
** Opportunity to work with both new and existing business.
** Take an interest in your clients, get to know them, and assist with the enquiries as first point of contact.
** Arrange investments/policies/contracts for clients and work with 3rd party providers.
** Prepare documentation for 6 monthly and annual reviews.
** As 'Trouble Shooter’ take on all Client requests via phone and email with professionalism, confidence, and warmth.
** Involvement with product analysis, reports, and valuations.
** Opportunity to contribute to and take an active part in project work within the team.
** Assist with accurate recording of fees and estimates.
** Perfect role for a career administrator with a minimum of 2 years’ experience within an independent form looking for an opportunity to develop as a senior member of the team
To apply for this role, please contact Camilla Howden at Financial Divisions.
