IFA Administrator
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate.
Key Skills:
- Attention to Detail
- Analytical/Problem Solving
- Customer Focus
- Planning & Organising
- Resilience
- Teamwork
- Embracing Change
- Excellent record keeping skills
- Accurate data keying skills
- Excellent organisation and time management skills
- Proficient in Excel and Word
- Training will be given on back office system, workflow and common business process
Qualifications / Experience:
- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- Financial Services experience would be beneficial.
- Qualifications desirable, or a willingness to study
- Previous use of Xplan would be advantageous
If you are interested in applying for this role, then please send your CV through to Josie at Artemis Recruitment.
Required skills
- Administrative Support
- Back Office
- Customer Service
- Financial Planning
- Time Management
Reference: 52308499
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