Chartered Accountants seeking IFA Administrator

Posted 5 days ago by REED Insurance Featured
Partnered with Chartered Accountants, my client is an established IFA firm providing holistic and unbiased financial advice across Corporate and Private Wealth products. Due to making an industry acquisition, they are looking to expand and take on an IFA Administrator to join their growing and friendly team.

Main duties:

 Requesting quotes / comparisons as requested by advisers
 Retrieving policy information from providers via phone or websites.
 Submitting new business.
 Processing transactions on provider wrap platforms and ensuring a healthy cash balance is maintained
 Compiling invoices.
 Liaising with product providers as and when necessary.
 Assisting advisers to provide all required information to paraplanner to create suitability report.

Experience required:

 Good written and oral communication skills.
 Experience processing new business and using provider platforms is essential
 Good methodical and organisational skills.
 Computer literacy and good typing skills.
 Accurate with good attention to detail.

Reed Specialist Recruitment Limited is an employment agency and employment business

Application question

Are you an experienced IFA Administrator?

Reference: 35026697

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