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IFA Administrator - Putney

Company

Blakemore Recruitment

Location

London, United Kingdom

Type

Full-time

Location - Putney

Salary - £30,000-£35,000+


Role - IFA Administrator


Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.


The Role;


To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.


Responsibilities;

  • Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations

  • Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls

  • Acting as a key contact point for all internal and external administrative queries
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