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IFA Administrator

2021-09-01 07:38:522021-12-27 Cavendish Maine
Job Type Permanent Full Time
Location Swindon
Area South West, UK South West UK Swindon
Sector Financial Services
Salary £20-£25k depending on experience, skills and qualifications.
Currency GBP
Start Date
Advertiser Karen Cummins
Job Ref LK/23360-S
Job Views 112
Description
My client are a leading wealth management firm with offices across the South of England. Due to their continuing success they are looking to add to their team in Swindon.
 
Main purpose of the role:
 
To support the Client Relations Manager and the Directors/IFAs with administrative responsibilities.
 
Specific Duties & Responsibilities:
 
  • Build and develop client relationships, keeping clients informed at every stage of the advice process and maintaining excellent customer service at all times
  • Prepare documents for client meetings.
  • Set up and process new business on the platform and back office system
  • Provide accurate client valuations and ensure all details are up to date.
  • Process withdrawals, fund switches, and rebalancing of investment portfolios.
  • Send LOAs according to company timescales
 
The Candidate:
 
Suitable candidates will have prior experience working within an IFA environment and be familiar with either Intelligent Office or Advisor Office.
 
Candidates currently working within an IFA would be preferable but those with previous experience that are keen to return to the industry will also be considered.
 
Salary:
 
£20-£25k depending on experience, skills and qualifications.
 
Reference: LK/23360
 
Candidate care:
 
By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.
 
If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
 
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.  If you do not want us to do this, please call us to advise.
 
In the meantime, we would like to thank you for your interest in Cavendish Maine.
 
 
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