Financial Administrator (IFA) - London, Harrow
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.
PRINCIPAL DUTIES
Review submitted cases and ensure documentation is correct before cases are submitted.Point of contact for Adviser / PA queries in relation to submissions and issues.Updating cases and Adviser/PA on Salesforce.Manage team mailbox and ensure queries are actioned within the Service Level Agreement.Respond to queries and escalate to Team Manager as required.Complete and submit cases on the relevant systems.Track all issues in issues log and ensure they are addressed and closed.Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.Updat...