IFA Administrator

IFA Administrator

BCR/AK/11005

Erdington/Castle Bromwich

£(phone number removed) DOE

Bell 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 clients
Updating and ensuring all supporting documentation is maintained
Oversee management of annual reviews and portfolio reviews
Prepare Platform withdrawals / fund switches / transactions for approval
Respond to customer queries with standard letters or draft relevant responses
Further 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 Office
Great communication skills both written and verbal
Excellent professional presentation
Long 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 RECRUITMENT

We 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

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(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)