Client Support Administrator IFA

Recruiter
Clark James recruitment
Location
Luton
Salary
£25,000
Posted
07 Feb 2018
Closes
07 Mar 2018
Contract Type
Permanent
Hours
Full Time

An award winning IFA with a unrivalled reputation in the financial planning market requires a IFA Administrator to join their existing back office administration team in Luton.

A modern and top end Independent business dealing with high net worth clients relating to their personal finances within pensions and investments.

 

Responsibilities

  • Dealing with client queries
  • Processing of new business and documentation
  • Inputting data on internal systems ensuring the information is accurate and up to date
  • General administration ensuring the work flows effectively.
  • Preparing for adviser/client appointments including obtaining quotations, illustrations
  • Producing client valuations
  • Dealing with commission enquiries

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