IFA Support Team Executive
You will be an important part of our friendly and supportive team working within the administrative function and supporting the firms’ Financial Advisers.
You will be well-organised with excellent attention to detail; able to communicate and articulate well, face to face, over the phone and by email/letter. A person with a positive attitude and strong work ethic. Educated to GCSE level(minimum) with a desire to achieve further industry recognised qualifications.
Main duties / Responsibilities:
Other Posts You May Be Interested In
- Permanent Job Join Apple as an At Home Advisor Empower Customers from Your Home – Job ID – 1735
- vacancy remote job Apple Home Advisor (Multiple Locations) – OldCL US – Job ID – 1736
- Work from Home – Sales Rep – Health, Beauty, Wellness
- Work from Home – Sales Rep – Health, Beauty, Wellness
- Remote job Join Apple as an At Home Advisor Empower Customers from Your Home – Job ID – 1738
- Permanent Job Military Veterans Strongly Encouraged to Apply – Technical Customer Support, Ring – Job ID – 1737
- Work from Home – Sales Rep – Health, Beauty, Wellness
- Work from Home – Sales Rep – Health, Beauty, Wellness
- Work from Home – Sales Rep – Health, Beauty, Wellness
- Entry-Level Technology Careers – Join tech industry in complete online role with adaptable hours and pay of $25-$35 per hour.
- Jobs I Can Work From Home With No Experience – Online Beginner Assistant
- Executive Search Consultant – No Experience Needed
- vacancy remote job Computer Systems Specialist – Job ID – 1207
- Part time job VP, Technology Growth and Strategy – US-Based – Job ID – 1208
- No Experience Required – Junior IT Engineer /Remote UK/ – 35K pa
- Vulnerable Customers Adviser (Weekend/Evenings)
- Customer Service Manager/in – Remote /m/w/d/
- Cybersecurity Technical Support Associate (Eastern Time Zone) (REMOTE)
- RN: Care Access, Triage II, Remote MN WI
- English Speaker Freelance Data Entry role – fully remote
- URGENT RECRUITMENT IN DATA ENTRY JOB ALL OVER Indonesia | HOME-BASED
- Remote Data Entry Work in the UK: Typing Jobs from Home
- Data Entry Specialist (Typist) (Part time/Full time) – New York City, New York
- English Speaker Freelance Data Entry role – fully remote
- Flexible Delivery Driver (Bike, Moped, or Car) – No Experience Needed
- Work from Home – Sales Rep – Health, Beauty, Wellness
- Technical Customer Service Associate
- Executive Search Consultant – No Experience Needed
– Welcoming clients to the office and answering telephone calls
– Processing incoming and outgoing post
– Filing and Scanning
– Take responsibility for the smooth processing and tracking of administrative tasks.
– Ensure accurate updating of the back office system
– Issuing letters of Authority and collating information received.
– Completing ID checks
– Preparing and issuing client review packs
– Responding to client enquiries in a timely manner
– Keeping up to date with changes that affect your role
– Interacting and working closely with the rest of the support team to ensure a
consistent approach
– Liaising with Clients, IFAs, Professional Intermediaries and Providers
This is an office based role.
We actively encourage our colleagues to progress in the industry and support is provided to study for the CII Diploma in regulated financial planning.
Competitive employment package, including 25 days holiday rising to 30 after 5 years’ service (excluding bank holidays) 5% employer pension contribution, life protection and income protection. Salary dependant on skills, experience and qualifications.
Please email a copy of your current CV, together with covering letter to the Practice Manager, Victoria Womack.
#J-18808-Ljbffr
IFA Support Team Executive
