IFA Administrator

Recruiter
Nelson Scott LLP
Location
Amersham
Salary
£15,000 - £19,999
Posted
13 Apr 2019
Closes
17 Apr 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time
  • 2 years’ experience in a Financial Services industry
  • Good secretarial and numeracy skills with high degree of accuracy a pre-requisite
  • Excellent interpersonal and organisational skills
  • Working knowledge of Microsoft Word and Excel packages essential
  • Desirable knowledge of Model Office
  • Desirable NVQ Level 3 in Business Administration
  • Prepare documentation for client appointments / meetings
  • Undertake office duties, such as filing, post, stock and order systems, minute taking
  • Completion of client reports
  • Send prepared investment information / reports to clients
  • Respond to client administrative inquiries, face to face, through telecommunications or letter
  • Develop processes to support paraplanners and Financial advisors
  • Maintain the integrity of ' Model Office’ processes and databases
  • Liaise with providers with necessary and communicate outcomes
  • Assist with the retention and development of client relationships
  • Assist in the identification and development of new clients
  • Evidence CPD

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