Job Description
The role:
Sending letters of authority to financial providersChasing providers for required information and documentationKeeping clients updated on the progress of their casesIssuing advice recommendation packs to clientsSubmitting advice and annual review reports via the Intelliflo back-office systemProcessing and monitoring new business applicationsProviding a high level of customer service throughout the client journeySupporting advisers and the wider team with administrative duties The successful candidate:
Previous experience as a Financial Services Administrator within a wealth management or IFA firmStrong understanding of the IFA process and regulatory requirementsExcellent communication skills, both written and verbalGood working knowledge of Microsoft ExcelStrong organisational skills with the ab...
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