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Forrest Recruitment
IFA AdministratorForrest Recruitment • Ollerton, Cheshire, UK
IFA Administrator

IFA Administrator

Forrest Recruitment • Ollerton, Cheshire, UK
21 days ago
Job type
  • Full-time
  • Permanent
Job description
IFA Admin Permanent – Full Time – Knutsford - £30K D.O.E We are currently recruiting for an experienced individual to join this well-established company as an IFA Administrator. Within this role you will be dealing with technical cases and supporting the financial advisors. Duties * Processing new business applications * Produce valuation reports * Tracking and updating client files * Maintaining client accounts * Drafting letters and documents * Dealing with initial enquiries * Offering technical support to the financial advisors Requirements * Experience within a financial services role * Competent dealing with technical cases * Strong work ethic and willingness to learn Desirable * Experience using Intelliflo * Experience using platforms To be successful you will have to be an individual who is experienced within a professional financial services environment and be able to offer technical support to the financial advisors. Please submit your CV for immediate consideration...
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IFA Administrator • Ollerton, Cheshire, UK

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