IFA Administrator/Assistant

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IFA Administrator/Assistant, south east england, south east england

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Client:

Nelson Scott

Location:

south east england, south east england, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

df78330b9c04

Job Views:

3

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Job Description

IFA Administrator/Assistant

Administrator/ Assistant

§Answer and transfer telephone calls or take messages

§Schedule appointments and receive customers or visitors

§Maintain office filing

§Information gathering and management

§General Photocopying and scanning

§Sort and deliver incoming mail and send outgoing mail

§Create and maintain client records and databases

§Deal with Client Queries

§Liaise with our back office for account maintenance, payments & updates

§Typing – reports and correspondence

§Stationery / Supplies Ordering

§Processing new business applications.

§Speaking with providers to obtain information relating to clients policies.

§Sending letters of authority to providers.

Key Skills

§Organisation and planning

§Work and time management

§Verbal and written communication skills

§Attention to Detail

§Knowledge of administrative & clerical procedures

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