Client Administrator

Job reference
Winchester, Hampshire, United Kingdom
Start date
To be arranged
Administration & underwriting jobs
Contract type(s)
Full time
Date posted

IFA Client Administrator


£25,000 + benefits

My client is an established firm of IFA’s and this role will focus on providing administration support for a team of Financial Advisers. The role will include servicing  clients and processing new and existing business.

You will support the day to day activities of a busy IFA practice as well as assisting with annual reviews by updating client valuations, inputting risk questionnaires, generating risk reports and generating client review reports and packaging.

You will need a minimum of 12 months Administration experience within Financial Services as ideally including experience of Fact Find and Risk profiles would be advantageous. Having some initial quaifuications such as R01, FA1, FA2 or looking to qualify is an advantage. As important is being able to show attention to detail, accuracy and organisational skills as well as a good telephone manner, and be motivated and a team player

Ref :5102

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