The role

An excellent opportunity has arisen for an administrator to join our team in Swaffham.

As an IFA administrator, the role requires you to provide support to financial advisers on a range of different client cases. This includes a range of administrative duties, client service and support to assist the adviser.

Key responsibilities

The ideal person

 

  • Data entry of clients onto back office system
  • Completing client annual reviews
  • Maintaining clients file
  • Dealing with letter of authorities
  • Processing applications

 

Someone who is a team player and has good communication and customer service skills, along with good organisational and planning skills.

Apply direct to our recruitment team

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