IFA Administrator

My Client are a leading firm of Chartered Accountants, Tax Consultants and Financial Planners in the South West who provide high-quality advice to businesses and individuals locally as well as nationally. They have an opportunity for a Financial planning Administrator to join their Taunton team.

In return we offer a fantastic place to work with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience and genuine career progression prospects can be offered.

Duties
They are currently looking for an experienced Administrator to join our Financial Planning department. You will be responsible for providing administrative support to a Consultant, ensuring all client information is entered onto Client Database system, dealing with enquiries preparation of client valuations and reviews and processing and tracking new business.

Ideally the successful candidate will have the following experience, skills and attributes:
?? IFA environment experience and administration skills
?? Client Care and Service focused including excellent telephone manner
?? Good communication skills and the ability to work within a team
?? The initiative to organise and prioritise your own workload
?? Previous experience of using Adviser Office (Avelo/Iress) client database/back office system
?? Previous experience of using Virtual Cabinet paperless office system (or similar)
?? Previous experience in a similar role
?? Good level of IT skills including Microsoft Office

Reed Specialist Recruitment Limited is an employment agency and employment business