IFA Administrator

Bell Cornwall
12 Jan 2019
21 Jan 2019
Contract Type
Full Time

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!

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(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