IFA Administrator

I am currently recruiting for a successful business based in Christchurch, looking for an experienced IFA Administrator.

Client Details

My client are a well-established organisation based in Christchurch. looking for an experienced IFA Administrator to cover a maternity leave.

Description

As an IFA Administrator, the key responsibilities will include:

• Providing pre and post-sales support to the Financial Advisers.
• Ensuring the clients documentation and requests and accurately processed on time and with accordance with compliance.
• Providing a high level of customer support to clients in an efficient, timely and professional manner.
• Obtaining relevant information from perspective and existing clients in accordance with company compliance.
• Issue signed letters of authority to clients and obtain standard policy information.
• Performing general administrative duties including, dealing with customer queries, advising clients on services and answering the telephone.

Profile

To be successful in your application, you should be/have:

• IFA administration background, supporting Financial Advisors would be hugely advantageous.
• Experience of dealing with professional clients on a telephone, electronic and face-to-face basis.
• Have previous experience in using Intelligent Office.
• Be a proficient user of Microsoft Office and word.

Job Offer

If successful in your application, you shall receive:

• Ability to grow their experience in respected company.
• Quick interview process.