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Administrator-IFA

Portishead Recruitment Jobs


Posted by: Portishead Recruitment
View all jobs from Portishead Recruitment
Address:
Contact Details: 01275 390470
Date Posted 2nd May 2008
Reference Code: 10107
View Since Posting: 242
Salary: Highly competitive-Negotiable
Vacancy Location: Clifton
Full Description:
An award-Winning IFA company, achieving Investment Advisor of the Year are looking to recruit an administrator.
CORE RESPONSIBILITIES:
• Preparing accurate client valuations
• Placing and processing investment trades on behalf of Clients
• Preparing Reason Why Letters
• Dealing with client queries
• Dealing with pension transfers, administering SIPP Schemes
• Meeting and Greeting Clients
• Ensure office standards are met and adhered to.
• General office duties
• Be prepared to take on other roles/tasks in absence of a team member
• Obtain Files for meetings, ensure that all files are complete and up to date, along with valuations prior to a client meeting.

Skills and Experience
Previous experience within a similar role is required.

Benefits
Salaries are fully negotiable based upon experience, qualification and where appropriate results achieved in your current role.