Position Overview
Location - Swanley
Salary - £35,000
Permanent Role.
We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent basis.
The Role:
Issuing letter of authorities (LOAs) to providers and learning to write basic Suitability LettersProviding a high level of technical and administrative support while maintaining an excellent level of customer service to clients.Telephone liaison with Administration Centres and Paraplanners, chasing financial institutions to provide requested informationCompleting illustrations and applications for new businessProcessing New Business applications and chasing through to completion.Tasks must be completed within a timely manner Are you;
Someone who has worked as an Admin...