Finance Graduate

My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established and growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. CRM System updates - including uploading and updating client information into our system. Assisting in regulatory and compliance matters Providing general support to senior staff and administrative team regarding cases and project work Sending off paperwork to providers and chasing them for updates. Contacting clients to request information and providing updates. Analysing and summarising policy information Welcoming ..... full job details .....