Job Description
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currenty recruiting an experienced IFA Administrator to join their busy team.
Main Duties:
Liaising with and supporting the advisers and paraplanners
Administering new business for investments, pensions and protection
Updating systems, preparing valuations and annual review documentation
Communicating with existing and prospective clients and providers by phone, email and post
Logging cheques and policy documents
Answering the telephone
Processing new business applications
Chasing outstanding items
Dealing with client queries
Up-dating and producing client valuations
Preparing client files for meetings
Researching perform...
Main Duties:
Liaising with and supporting the advisers and paraplanners
Administering new business for investments, pensions and protection
Updating systems, preparing valuations and annual review documentation
Communicating with existing and prospective clients and providers by phone, email and post
Logging cheques and policy documents
Answering the telephone
Processing new business applications
Chasing outstanding items
Dealing with client queries
Up-dating and producing client valuations
Preparing client files for meetings
Researching perform...
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