Kingswood Group are excited to be working with a growing financial services firm to assist them in recruiting an IFA Administrator to join their London office, close to Farringdon on a permanent basis.
Key responsibilities;
- Answer phone calls, address queries, and forward actions to the appropriate individual
- Process and handle office post
- Contact providers for required information, including chasing funds and gathering paperwork or other documentation
- Assist the team with new business processes, including obtaining applications, illustrations, and necessary documents.
- Maintain up-to-date and compliant client files
- Scan and file paperwork accurately, ensuring proper categorisation
- Collaborate with advisers to gather relevant information for client meetings
- Communicate with clients via phone, email, and post as needed
- Experience working in a busy IFA environment in a similar role, for at least two years.
- Microsoft Word, Excel and Outlook knowledge.
- Excellent interpersonal skills
- Excellent written and verbal communication skills
- Ability to prioritise work and manage own workload efficiently
The company can offer a competitive salary. Flexible/hybrid working can be offered and discussed at interview however office attendance will be required initially.
