IFA Administrator

Posted 5 November by REED Insurance
Easy Apply Featured Ending soon
Chartered IFA Practice in Fareham- Lovely modern offices, free parking on site, Team of 13 overall, 4 Paraplanners 4 Advisers and then IFA support staff.

Salary very negotiable for an experienced individual who can join the team and hit the ground running as a IFA Administrator.

Lovely friendly team, would support you through your Level 4 Diploma and then onto Chartered status.

Duties such as...
- Undertaking client valuations and associated fund performance
- Liaising with providers in relation to new and existing business
- Telephone calls including clients and third party suppliers
- Carrying out amendments to existing plans
- Application completion
- Greeting clients and diary management
- Processing new business
- Processing letters of authority
- Scanning client files to the database

Desirable skills...
- Previous experience within a similar IFA Administration role
- Up to date product knowledge
- Experience and knowledge in back office systems
- Fine eye/ attention to detail

Please apply online today for further information or contact chez.rudiak@reedglobal.com directly

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 35581832

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