Lovely modern offices, free parking on site, Team of 13 overall, 4 Paraplanners 4 Advisers and then IFA support staff. Salary very negotiable for an experienced individual who can join the team and hit the ground running as a IFA Administrator.
Lovely friendly team, would support you through your Level 4 Diploma and then onto Chartered status.
- Undertaking client valuations and associated fund performance
- Liaising with providers in relation to new and existing business
- Telephone calls including clients and third party suppliers
- Carrying out amendments to existing plans
- Application completion
- Greeting clients and diary management
- Processing new business
- Processing letters of authority
- Scanning client files to the database
- Previous experience within a similar IFA Administration role
- Up to date product knowledge
- Experience and knowledge in back office systems
- Fine eye/ attention to detail