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Date Added: Wed 01/01/2025

Finance Administrator IFA

Alton, UK
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Company: FAITH RECRUITMENT

Job Type: Permanent, FullTime

Salary: Salary negotiable

A fantastic opportunity has arisen for a senior financial administrator to work in a growing team, you will be supporting a group of financial advisers working on complex cases. This is a fast paced role and requires great attention to detail and accuracy. You will be working for a growing business that offers ongoing support and training.

Responsibilities:

  • Managing the Mailbox and answering calls
  • Maintain and update client files ensuring compliancy
  • Build relationships with clients.
  • Provide support to the advisers.
  • Preparation of client valuations
  • Preparing recommendation reports,
  • Process new and existing business reports
  • Dealing with external providers and professionals
  • Processing of Questionnaires, recording and filing as appropriate.
  • Processing probate reports
  • Preparing more c recommendation reports,
  • Face to face Meetings with clients.

Skills Required

  • Previous Admin experience in a IFA environment essential
  • Organisation and prioritisation
  • Excellent attention to detail
  • Excellent verbal and written communication skills
  • Confident using all programmes such as Word, Excel and Outlook
  • A thorough understanding of IFA terminology.
Apply Now