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Administration

Stratford-upon-Avon

02/07/2021

IFA Administrator - Stratford-upon-Avon - up to £28k

Our client is looking for an IFA Administrator to join their team in Stratford-upon-Avon. The successful candidate will provide first class service to the client services team, as well as support the firm in providing excellent, independence advice to clients. Previous experience in Financial Services is beneficial – earn £20-28k, depending on experience. Competencies:
  • Attention to Detail
  • Excellent organisation and time management skills
  • Proactive approach
  • Able to work under pressure and to tight timescales
  • Teamwork
  • Embracing Change
  • Planning & Organising
  • Enquiring mindset
  • Flexible, driven and determined
  • Excellent communication skills
  • Business and commercial awareness
Specific Activities Include:
  • Compiling data and preparing client valuations each month;
  • Contacting product providers to obtain plan information and other details, as required for new and existing clients;
  • Scheduling client reviews and supporting team to gather information for the reports;
  • Ensuring reports are prepared and sent to clients;
  • Liaising with various stakeholders to monitor and progress client transfers and post transaction reporting;
  • Inputting client data into system;
  • Maintaining client files;
  • Managing the team diary for client and prospect meetings;
  • Gaining knowledge of business procedures and adhering to said company procedures;
If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk.

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