Posted on Aug 7, 2019 by CV-Library
Working as part of a face paced, busy and very friendly team you will be supporting a team of Advisers alongside the Administration team. The successful candidates will be responsible for;
Liaising with Companies/Providers to chase for client financial information
Preparation of illustrations
Chasing up Letters of Authority and liaising with product providers.
Management of client database systems and internal intranet systems
Production of reports by collating information from various sources
Meeting preparation documentation
Diary and email management
Downloading Financial Services Wealth Accounts and client valuations
Assisting with all aspects of the mortgage process and liaise with advisers, clients, lenders and solicitorsThe successful candidate will need to have proven experience working as a IFA Administrator - preferably within an Financial Planning environment with knowledge of investment and pension products and ideally be Level 4 Diploma qualified. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information, please don't hesitate in contacting one our specialist consultants on (phone number removed)