IFA Administrator - Bracknell

Our client is looking for an IFA Administrator to join their team based in Bracknell. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.

Responsibilities:

Preparing client files for reviews
Preparing and submitting new business to providers
Liaising with advisers and clients to ensure excellent service is delivered
Ensure all client documentation is correctly recorded
Check all systems and case notes are updated with progress and a clear audit trail
You will be the first point of contact for clients and resolve queries in a timely manner

Person Specification:

Proficient in all Microsoft Office, especially Excel and Word
Strong written and verbal communication skills
Time management
Excellent telephone manner
Accuracy and attention to detail
Organising and planning

If you are interested in applying for this position then please submit a copy of your CV to josie@artemisrecruitment.co.uk

IFA Administrator - Bracknell

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