As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
Posted by HAWKMONT CONSULTING LIMITED T/A INTRINSIC RESOURCING • £25K/yr to £27K/yr
This will be a very hands on role within a small team and would ideally be suited to someone with a minimum of 5 years experience within a Finance Admin/ Accounts Assistant role.
Invoicing.
We are currently looking for an experienced Accounts Assistant to join a well established wholesale business in Salford.
On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.