LONSDALE SERVICES Salary
St Albans
TIN: 04573693
LONSDALE SERVICES Premium profile inactive Premium profile inactive
Earnings on positions in LONSDALE SERVICES
LONSDALE SERVICES is looking for employees for positions:
ifa administrator
Responsibility
- ensuring all client data is accurate and up to date on our CRM, Intelligent Office
- administration of transactions
- onboarding of clients and dealing with new enquires
- sending and chasing letters of authority
- dealing with client and provider enquiries
- preparing client files ready for reviews
- answering and directing phone calls and processing post
- helping clients register onto our portal
Requirements
- proven experience of at least 1 year in an administrative role within the financial services sector, ideally an IFA office
- experience working with Intelliflo / Intelligent Office preferable
- strong organisational skills with the ability to manage multiple tasks simultaneously
- attention to detail and accuracy in financial documentation
- strong communication skills, both verbal and written, with a focus on customer service
- ability to work independently as well as part of a team
- knowledge of regulatory requirements in the financial services industry
- financial services: 1 year
Earnings on positions in LONSDALE SERVICES
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2333 £