IFA Administrator

Recruiter
Bell Cornwall
Location
Bromsgrove
Posted
12 Jan 2019
Closes
21 Jan 2019
Contract Type
Full Time
JS/BCR/6327

Role: Administrator

Location: Bromsgrove

We are currently recruiting for an Administrator to provide excellent administration support to a team of IFA's.

This is a full time, permanent position - working for one of our outstanding client's businesses.

The role will include:

  • Provide efficient administrative support for the IFA's
  • Be the main point of contact for the clients, as well as members of the business
  • Diary management
  • Deal with fund switches and surrenders using SLA's and compliance guidelines
  • Prepare and review new business packs for the IFA client meetings
  • Inputting information onto spreadsheets - Excel experience highly desirable
The ideal candidate will have:

  • Exceptional administration experience
  • Ability to manage multiple tasks at one time
  • Outstanding telephone manner at all times
  • Good working knowledge of the Microsoft packages - especially Excel
  • Excellent communication skills
  • Must live close to Bromsgrove
  • Financial background/experience is also desirable
If you feel as though you tick all our boxes, this position could well be for you!

*Car driver is preferred unless local to the area*

*Diary management* *Administration * *Admin* *IFA Administrator *

Interested? Please click the 'APPLY' button now!

BCR have more fantastic opportunities for you!

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BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales


This job was originally posted as www.totaljobs.com/job/84636031

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