REWARD RECRUITMENT Salary
15 QUEEN SQUARE LEEDS LS2 8AJ ENGLAND
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Earnings on positions in REWARD RECRUITMENT
REWARD RECRUITMENT is looking for employees for positions:
ifa administrator
Requirements
- investments
- wealth Management
- senior Administration
- experience of working within an IFA or Wealth Management environment
- proven experience of building strong client relationships
- great IT skills and willingness to embrace technology
- ability to mentor and manage staff members
- the role will incorporate all areas of providing financial administration support
Responsibility
- administration and maintenance of company records
- developing the use of the back-office system
- keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases
- overseeing and managing the administration team
- assisting advisers in preparation of new business packs for meetings
- fee and commission reconciliation
- developing good communication with individual clients to provide personal service and cultivate potential additional business
- keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress