As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional service to our clients.
Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals.
As they continue to expand, they are seeking a dedicated and talented individual with previous experience within an IFA environment to join their administration team.
Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role - Team Leader/Management experience essential
TIFFANYS WEALTH MANAGEMENT LTD; Position Description
Person Description
Must be extremely Organised and able to multitask.
We are now seeking an additional Pensions Administrator to join our team as the business grows.
The role could suit candidates with previous administrative experience from a pensions, wealth management, investments or IFA related role as we can provide training on specific our products and services.
We are a successful and well established Investments and Pensions company who have grown due to acquisitions.
Our client is looking for a Financial Administrator to join their team in Surrey.
Key Responsibilities
Deal effectively with queries from clients and other parties through effective communication.
Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
Finance Administrator responsibilities include maintaining records for all transactions, preparing purchase order, accurately maintaining an invoice system and producing reports.
We are looking for a Finance Administrator to join an exciting SME with a Multimillion-pound turnover!
Want to be part of a growing company and join them on their journey within the Finance sector...?