.. procedures, and that they are aware of the company’s discipline and grievance policies Ensure staff are trained to carry out their roles accordingly Ensure the company’s Health and Safety policies are always adhered to by staff Expand revenue base, seek growth, and estimate and secure new business .. read more
IFA Administrator
Responsibilities :
- Preparing new business and client review packs
- Production of accurate client portfolio valuations
- Issue of letters of authority
- Answering the telephone and liaising with clients as and when required
- Record all new business on back-office systems
- Servicing existing business including fund switches, withdrawals and encashments
- Liaise with product providers
- Ensuring electronic client files are organised and updated Person Specification
- Experience of working in an IFA practice or similar
- Ability to work under pressure and to deadlines
- Ability to work as part of a team
- Proficient in use of Microsoft Office
- Excellent communication skills, both verbal and written
- Articulate with particular attention to detail
- Ability to work within defined business processes In return you will receive a competitive salary dependent on experience £24,000 - £28,000 + a fantastic benefits package! As well as career progression opportunities and exam support! For further details please contact Tegan Sillett at Dynamite Recruitment or apply!
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