IFA Administrator

Posted 8 July by REED Insurance
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Reed are delighted to be recruiting for an IFA Administrator in Fife, this Practice are looking for a proactive and enthusiastic IFA administrator to join their already established a team. With clear career progression and an ambitious growth plan, they need someone who wants to help them achieve these goals.

Responsibilities:

• Preparing meeting packs and valuations for advisers prior to their client meetings.

• Dealing with queries from clients and other third parties over the telephone and emails.

• Updating fact find details and creating tasks.

• Quotations/Illustration and producing valuations.

• Processing new business cases i.e. completing the necessary application forms, communicating with the providers and the client effectively to ensure the process is completed efficiently.

About you:

• Previous experience of working in an IFA

• Microsoft Word & Excel

• Prioritising workload

• Time Management

Reference: 42715908

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