Back to search
A hugely successful regional IFA practice are keen to appoint new administrators to two key office locations.
The new roles are based in Colchester and Ipswich area.
Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.
KEY RESPONSIBILITIES & ACCOUNTABILITIES
- New business processing and submission to Business quality, submitting onto external and internal systems
- Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
- Liaison with a variety of product providers and use of their online systems to gather valuations etc
- Working with back-office system to maintain client records, process annual reviews reports and new business processing
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
- General Administration and client servicing support as needed
The roles offers a competitive basic salary c £30-£35k and supporting benefits with genuine opportunity to develop as an administrator.
