IFA Administrator

Posted Today by Reed Insurance Featured
My client is a specialist firm in providing quality advice to HNW individuals across Pensions, Investments, Protection and Life Assurance.

They are a company that foster an environment of training and support for further study and are seeking an experienced IFA Administrator to join their friendly team in Warwickshire.

Main duties:

- Comply with the relevant Compliance, TCF, T&C and Financial Crime procedures of the firm
- Chase product providers
- Produce valuations
- Assist with research where applicable
-- Process new business applications

Experience needed:

- Industry related qualifications are desirable, but not essential
- Current/previous client contact over the phone/face to face
- Current IFA Administration experience
- Knowledge of research tools desirable but not essential

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you an experienced IFA Administrator?
Do you have knowledge of research tools? Selectapension, Defaqto etc..?

Reference: 34343546

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