IFA Administrator

IFA Administrator 
£22,000 – £25,000
Bath 

Responsibilities

• Point of contact for all incoming calls and emails from our clients, product providers and Corporate Financial Planners

• Complete data requests in a compliant manner 
• Make sure CRM records are up to date and managed
• Ensure all data is captured and entered accurately onto the CRM system

• Regularly check data, fill gaps and amends errors where necessary
• Adhoc duties

• Undertake any relevant ad hoc activities in support of EB Team 

• Ensure that all tasks are completed within agreed service standards and every effort is made to exceed these wherever possible.

Requirements
 

• Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint
• Previous experience working in an administration role 
• Experience of delivering accurate, relevant and timely information
• Strong interpersonal and communication skills
• Excellent customer services skills and commitment to providing quality service