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Administration

Chester

22/06/2021

Financial Administrator

Our client is looking for an experienced IFA Administrator to join their busy team. In this IFA Administrator role, you will be directly supporting the Directors and paraplanners in the firm. You will be responsible for administrative duties such as processing new business, chasing outstanding information, preparing meetings packs and completing relevant compliance paperwork. You will also organise client and business meetings for the Directors and Financial Advisers, help prepare for annual review meetings and general office administration. IFA Administrator Requirement
  • You should have experience as an IFA Administrator within a financial planning or IFA firm
  • You should be detail orientated to ensure tasks are completed effectively
  • You should be confident building relationship with clients
This is a professional, ambitious, and friendly team looking for someone that's a good team player that wants to grow with the company.  Please email CV to sam@artemisrecruitment.co.uk

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