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IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: West Sussex
Industry:
Reference: 1000469
Contact Email: contact@dynamiterecruitment.com
Job Published: December 09, 2020 10:31

Job Description

Dynamite recruitment are currently recruiting on behalf of a well-established, Independent Chartered Financial Advisors who pride themselves on their client relationships. Recruiting for an experienced IFA administrator to join their team.

Duties include:
  • Chasing all new and existing business
  • Producing letters of authority
  • Process new business applications
  • Updating and maintaining client database
  • Processing illustrations, application forms and fact sheets.
  • Preparing for adviser/client appointments by providing new business and review packs to the agreed time frame and specification.
  • Processing post meeting packs by updating all relevant fact find information on internal systems accurately.
  • Preparing and sending client correspondence and reports, including review and pre-completion of application and other relevant forms.
You will be IT literate, ideally experienced using intelligent office. You will be Experienced in a previous IFA administrator role or similar, with precise attention to detail. In return you will be working amongst a fantastic and passionate team that care about client experience.

Please contact Tegan Sillett at Dynamite Recruitment for more details or apply now!

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