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IFA Administrator, Bath (TB-1277)

£21000 - £25000 + Benefits

Our Client is looking for an enthusiastic and self-motivated individual to join their Administration team. You will be a friendly and approachable person who can take the initiative by being pro-active in the workplace. As a key member of this Financial Planning businesses’ support team, you will build relationships with colleagues, advisers and external private clients alike.
The Role

  • You will provide general administration for the Financial Advisers and support other areas of the business where necessary
  • Type up suitability letters, answer telephone calls and relay messages where appropriate
  • Handle clients’ requests, dealing with day to day queries
  • Requesting quotations on-line from various product providers
  • Process new business
  • Administer and provide generic information to the firms’ clients and administer their accounts 
  • Correspond with clients and insurers both on the telephone and by general correspondence
  • Other general office duties include filing, faxing and scanning
  • Update and manage the internal client database with all information

About You

  • A well organised and analytically strong Administrator with a proven track record within a similar role
  • A good level of competence with Microsoft Office to include, Word, Excel and Outlook together with good use of Internet to undertake research projects
  • Previous experience essential working for either a firm of Financial Advisers or Sales Support Office
Employment type: 
Employed (Full Time)
Reference Number: