IFA Administrator

Posted 2 July by Artemis Recruitment Consultants Ltd
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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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