Financial Services Administrator

Posted 22 February by MI Search Ltd

This national Chartered IFA firm is currently seeking a Financial Services Administrator to work out of its Ipswich offices.

In this role you will work alongside highly experienced IFA's and provide them with administration support. You will be involved in liaising with product providers and obtaining new business quotes and valuations, undertaking product research, processing new business, diary management, issuing policy information and producing client fee invoices.

Ideally you will have experience working in a financial planning practice or product provider in an administration role, have experience of pension, investment and protection advice and hold or be studying CII (or equivalent qualifications).

Basic salary to £30,000.

Required skills

  • admin
  • sales support
  • administrator
  • administration
  • administrative

Application question

Do you have administration experience in a financial planning firm or product provider?

Reference: 34532415

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