Administrator IFA

Recruiter
Clark James recruitment
Location
Bracknell
Salary
£23,000 per annum
Posted
10 Feb 2018
Closes
10 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 Bracknell.

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

Benefits

  • The business believes in progression and rewarding all staff in what is an ever changing industry and therefore full support for qualifications is offered.
  • This is a first class role with an established and respected company.
  • An above average salary with full company benefits are available.

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