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IFA Administrator – Reading

Job Specification

Financial Services

Overview

IFA Administrator, to develop relationships and continue to support the Paraplanners, Consultants and Advisors within the firm. Maintaining a positive team environment and maximising the service proposition. This includes, communication with clients and third party providers, by telephone, email and letter.

Working as part of a team with other administrators, providing accurate and timely information to team members and clients to ensure smooth and efficient operations.

Liaising with the Operations Manager to identify workload and priority, set up work-flows and allocate tasks to the Client Services Team.

 

 

Salary £30,000 - £35,000
Speak to one of our consultants 0203 764 2350



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