Client Support Administrator IFA
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.
- 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