IFA Administrator
| Job Type | Permanent Full Time |
| Area | Leatherhead, Surrey |
| Sector | Business Support - Administration |
| Salary | £29,000 - £35,000 |
| Start Date | |
| Job Ref | AW675464 |
| Job Views | 62 |
- Description
Kenneth Brian Associates are recruiting for a confident individual on behalf of a small but well-established business in the Financial Services sector based in Leatherhead. The postholder will be responsible for providing administration support to their financial advisors.
Duties Include:
- Preparation and submission of new business files
- Diary management including booking of appointments
- Administration support to the financial advisers including Pensions, Investments and Insurance
- Client report writing
- Client liaison through phones call and emails
- Working with the back-office system - maintaining client files and details
- Income reconciliation
You will possess the following attributes:
- Some Financial Services exposure is required for this position
- Must be positive, friendly and approachable
- Conscientious worker with an eye for details
- Strong working knowledge of Microsoft packages
- Excellent communicator, friendly and approachable
- Happy to work in a quiet office with a small team
- Be able to commute to Leatherhead - this is not easily commutable on public transport
If this sounds like your kind of role, apply now!