Chartered Accountants seeking IFA Administrator
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
Liaising with product providers as and when necessary.
Assisting advisers to provide all required information to paraplanner to create suitability report.
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
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