Administrator - Financial Services
I am working with a local Wealth Management Financial Services company who are searching for an experienced IFA Administrator to join their team.
Responsibilities
You will work closely with the Advisor's to support them on all Administration duties
- Submit new business
- Contact suppliers ensuring that all contracts and legal documents are correct
- Arranging withdrawals
- Dealing with any client requests
- Updating back office system to ensure the details are correct
- You will be the clients first point of contact for all telephone and email enquires
- Issuing correspondences in a timely matter
- Ad-hoc duties
Your Experience:
- Experience working within an IFA firm
- Strong administration duties
- Experience using Abrdn Wrap/Standard Life Wrap would be an advantage
Monday - Friday (9am-5pm)
Important Notice: Noble Recruiting Limited, located in Billericay, Essex, is an equal opportunities employer. With over 15 years of experience, we specialise in both permanent recruitment and the supply of temporary workers. By applying for this role, your details will be processed by Noble Recruiting Limited. For details on how we handle your information, please refer to our Privacy Policy on our website.
Application Status: Due to the high volume of applications, if you haven't heard from us within 14 days, please consider your application unsuccessful at this time.