img
Permanent

Ifa Administrator - remote working available

Cheltenham
money-bag 28000.00-28000.00 Annual
3085443417
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

Other jobs of interest...

Financial Divisions
WatfordToday
money-bag32000.00-32000.00 Annual
Cranleigh Personnel
IpswichToday
money-bag27000.00-27000.00 Annual
Financial Divisions
HarpendenToday
money-bag32000.00-32000.00 Annual
Switch Recruitment
IpswichToday
money-bag30000.00-30000.00 Annual
Financial Divisions
St. AlbansToday
money-bag30000.00-30000.00 Annual
Astral Recruitment
OxfordToday
money-bag28000.00-28000.00 Annual
WEALTHLINK RECRUITMENT LTD
TringToday
money-bag35000.00-35000.00 Annual
Astral Recruitment
Milton KeynesToday
money-bag30000.00-30000.00 Annual
Recruit Wealth
BraintreeToday
money-bag30000.00-30000.00 Annual
The Coast Partnership Ltd
ManningtreeToday
money-bag35000.00-35000.00 Annual
Blakemore Recruitment
RadlettToday
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!