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  • Aust

Details of appointment company available on request from Next Level Training

£230 per week

This role will be suitable to someone who is interested in becoming an administrator within the financial services industry working for an Independent Financial Advisers (IFA). You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be beneficial but not essential.

Duties will include:

Preparing Valuations and Review Packs
Entering details onto Client Database system and ensuring they are kept up to date and accurate
Processing new business applications, tracking on diary system, liaising with providers
Providing office support with telephones, post and other correspondence
Communicating with clients, taking messages and setting up meetings as required
Daily review of Work in Progress list and progressing client work jobs, keeping Consultant up to date on progress
Scanning/filing all relevant documents/paperwork

To apply for this job please visit www.nextleveltraining.uk.com.