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Private Health Insurance
X4 Death in Service
Our Client is a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation based in the Sutton Coldfield area. Our Client provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service.
Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. The role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients.
Responsibilities
" New business processing
" Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers
" Managing data on Intelligent Office
" Experience of using Intelligent Office is desirable
Desirable Skills
" Experience of working within an IFA firm in an administrative role supporting financial advisers
" CF1, R01, or equivalent desirable.
" Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face.
" Proficiency in Intelligent Office and Microsoft Office.
" An understanding and working knowledge around pensions and investments
" Outstanding organisational skills
" Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell
" In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level
For further information please contact one of our specialist consultants quoting REF: NJR15638
