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IFA Administrator

Posted 7 March by Search Consultancy Easy Apply Ended

Financial Services Administrator, competitive salary and benefits, based in Exeter.

Your role and duties will be

Working alongside 1 or more financial planners
Processing new business
Preparing portfolio valuations and prepping for client meetings
Managing adviser's diary
Dealing with client queries - change of address, change of bank details, income or withdrawal queries

Obtaining life assurance and annuity quotations
Requesting pension projections
Obtaining illustrations and preparing application forms for financial reports
Preparing switch and sale forms
Dealing with probate administration for death claims

Written communication directly with clients via post and email - acknowledging and sending policy documents, returning ID etc.
Good spelling and written English required
Good use of Word, Excel
Ideally with some financial services qualifications - experience essential
Ability to manage heavy workload, prioritise and ask if help required

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Reference: 34631379

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