We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team.
ROLE
Acting as point of contact between clients, advisers and third-party product providersEstablishing and maintaining electronic client filesProcessing new business applications, maintaining accurate information and recordings transactionsSourcing quotations, illustrations and supporting documentationPreparing valuations, reports and material for client meetingsEnsuring that all work adheres to the firm’s compliance proceduresFollow established procedures, systems and templates for processing workAct on own initiative to ensure workload is prioritised in a timely mannerDealing with post and answering the phone PERSONAL
To maintain and increase technical knowledge and abilit...