IFA Sales Support Administrator
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team.
Key Requirements and Skills:
- Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
- An understanding of FCA regulations and guidelines relating to financial services clients
- Willingness to continue to develop knowledge of products and related issues through formal and informal learning
- Good communication skills (written and verbal) that are effective and meet business needs
- Ability to prioritise and organise own workload
- Ability to work under pressure and to deadlines
- IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial
- Accuracy of work and attention to detail
Key Responsibilities:
- New business submission and tracking to conclusion
- Day to day client management, processing any queries which may arise
- Administration of Group Pension schemes
- Administration of Group Risk Schemes
- Liaising with clients, product providers and other relevant third parties
- Ensure back offices systems are kept up to date including client and provider data
- Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system
- Obtaining illustrations and supporting literature
- Supporting the Financial Planners in research and analysis to meet client needs and objectives
- Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA
Benefits:
- Competitive salary
- 25 days holiday
- Company Pension Scheme
- Group Life insurance
- Cash plan
Required skills
- Financial Planning
- Financial Services
- Investment Management
- Wealth Management
- Sales Support
Reference: 52595735
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'