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Permanent

Ifa Administrator - remote working available

Bath
money-bag 28000.00-28000.00 Annual
3085443418
Posted Today

Adviser SupportAnnual Salary: Up to £32,000 - depends on experience/qualificationsLocation: Fully Remote (with occasional office visits for training)Job Type: PermanentWorking Hours: Full-time, Monday - FridayJoin our Adviser Support and Paraplanning team and play a crucial role in delivering outstanding customer service to a large client bank nationwide. This fully remote role is ideal for someone with strong IGA support experience and a technical interest, looking to contribute to our mission of providing exceptional client experiences through meticulous and timely work.Day-to-day of the role:Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests.Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required.Workflow Management: Monitor and manage workflows to ensure timely completion of tasks.Report Writing: Prepare basic reports using pre-defined templates.Business Processing: Process new business applications accurately and efficiently.Application Forms: Generate and complete application forms as needed.Client Interaction: Although remote, maintain readiness to greet clients professionally during any required office visits.General Administration: Maintain records, update systems, and support compliance requirements.Required Skills and Qualifications:Strong organisational skills with excellent attention to detail and accuracy.E

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