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Part-Time IFA Sales Support

Posted 29 March by REED Insurance Easy Apply Featured Ended
Do you have experience working in an IFA environment?
Are you seeking a part-time role?

My client a well-respected IFA based in Stirling are seeking a Part-time IFA Administrator (21 hours per week over Wednesday, Thursday & Friday)

The successful candidates will have the following skills -

Whole of market product knowledge.
Organisation and attention to detail
Good communication skills, both verbal and written
Proven experience in an IFA environment in a similar role.
Proven track record in client/customer satisfaction
Certificate in Financial Administration or equivalent or working towards this
qualification. (this is negotiable and dependant on actual experience)
Strong IT skills in core Microsoft Office system along with working knowledge of Intelliflo and Origo.

The candidate will be required to carry out the following duties -

Maintain the offices core systems ensuring that all tasks are carried out and completed.
Prioritise workload to ensure all activities are timely, compliant and conducted in an efficient and effective manner.
Process all business in accordance with required processes
Maintain client records in accordance with internal Compliance requirements
Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations
Request policy information from third party policy providers
Coordinate and produce client valuations
Develop and maintain effective relationships with clients and colleagues
Process online new business applications
Research suitable products for the financial advisers and help with their reports.
Any other tasks you may be asked to do by the office manager

You MUST come from an IFA background to be considered for this role.

For further information, please call Karen Anderson on 0141 241 4700 or email your CV to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33693304

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