Financial Service Administrator / IFA Administrator

Financial Service Administrator / IFA Administrator

Location : Petersfield

Salary �20,000 - �30,000

My client who are a Chartered Financial Firm are seeking an experienced Financial Service Administrator / IFA Administrator to join their team. We are looking for candidates who have got experience working within Financial Services or have got experience working for an Independent Financial Advisor or Financial Planners.

Daily Duties

As a Financial Services Administrator, you will be responsible for various day-to-day financial planning and administration tasks

Responding to new/existing client queries received via phone and email.

Updating the Salesforce system with all appropriate information (including the creation of client records).

Booking client meetings and completing appropriate meeting preparation.

Actioning meeting notes provided by the adviser and, where appropriate, any follow-up actions.

New business processing and business submission.

Support to all advisers on client servicing activities.

Completion of all tasks allocated via Salesforce, including ad hoc tasks.

Preparation and follow-up on regular client reviews.

Skillset

Strong organisational skills and attention to detail

Ideally experience working within Financial Services

Enjoys working in a team environment