Senior IFA Administrator

  • Location:

    London, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    John Keane2

  • Contact email:

    john.keane2@search.co.uk

  • Job ref:

    Req/530752

  • Published:

    2 months ago

  • Expiry date:

    2019-08-18

  • Startdate:

    17/07/2019 14:12:27

Senior Administrator based in London with a well established Wealth Management company.

You will be supporting the Director

Detailed List of Responsibilities

* Dealing with high net worth clients both over the telephone and in meetings
* Ensuring client details on the database are maintained and current
* Obtaining illustrations
* Submitting & processing new business
* Obtaining valuations
* Corresponded with clients using standard letter templates and writing own letters & emails
* Liaising with insurance companies & investment firms
* Ensuring all work complies with both regulatory & internal compliance procedures
* Dealing with high net worth clients both over the telephone and in meetings
* Preparation for client meetings
* Preparing documents for client reviews

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.