Job Description
Location
Preparing and processing new business applications and client reviews
Liaising with providers and clients to obtain and update information
Maintaining accurate client records using CRM systems
Producing valuation reports and documentation for client meetings
Dorking
Salary £28000 - £35000 TypePermanent WorkplaceHybrid Ref89870Recruiter Managing This Role
IFA Administrator
Up to £35,000
Dorking, 1 day working from home
Are you an experienced IFA Administrator looking to join a supportive and forward thinking firm? Were working with a well-established Independent Financial Adviser (IFA) practice based in Dorking that is seeking a administrator to join their growing team.
Youll play a key role in supporting a team of Financial Advisers by ensuring the smooth and efficient processing of client business. Responsibilities will include:
To be conside...