Job Description
Your newpany
I am working with a long standing and well established financial planning firm in Chester City Centre to recruit a professional IFA administrator to support with their front of house operation and administration duties to cover a gap in the team!
Your new role
Working in a small firm, you will be the first point of contact for clients utilising the firm's services. You will provide an exceptional front of house service both in person and via the phone. Supporting a team of financial advisers and paraplanners, you will be supporting with administration for investments and other financial processes. You will be responsible for supporting with the preparation of client packs/bundles, managing client correspondence, as well as basic administration such as photocopying, scanning and email management. You will be providing the initial hospitality for clientsing into the business.
What you'll need to succeed
Prior experien...