IFA Administrator

IFA AdministratorBCR/AK/11005Erdington/Castle Bromwich £(phone number removed) DOEBell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion! Please view the details of this IFA Administrator role below:The Role:Liaise with internal and external parties- first point of contact for clientsUpdating and ensuring all supporting documentation is maintainedOversee management of annual reviews and portfolio reviewsPrepare Platform withdrawals / fund switches / transactions for approval Respond to customer queries with standard letters or draft relevant responsesFurther ad-hoc administrative dutiesThe Ideal IFA Administrator will have:2 years or more experience at an IFA Practice (Essential)Experience in Financial Services (Essential)Experience using Intelligent OfficeGreat communication skills both written and verbalExcellent professional presentationLong term plans to remain within a client services roleInterested? Please click the 'APPLY' button now!BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.BELL CORNWALL RECRUITMENTWe want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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