IFA Administrator

Sales & Marketing

11/09/2020

IFA Administrator

IFA Administrator.

* 2 years' experience in a Financial Services industry * Good secretarial and numeracy skills with high degree of accuracy a pre-requisite * Excellent interpersonal and organisational skills * Working knowledge of Microsoft Word and Excel packages essential * Desirable knowledge of Model Office * Prepare documentation for client appointments / meetings * Undertake office duties, such as filing, post, stock and order systems, minute taking * Completion of client reports * Send prepared investment information / reports to clients * Respond to client administrative inquiries, face to face, through telecommunications or letter * Develop processes to support paraplanners and Financial advisors * Maintain the integrity of 'Model Office' processes and databases * Liaise with providers when necessary and communicate outcomes * Assist with the retention and development of client relationships * Assist in the identification and development of new clients * Evidence CPD

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Hiring company

Nelson Scott LLP

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