Corporate Administrator

  • Location

    Kent, England

  • Sector:

    Employee Benefits

  • Job type:

    Permanent

  • Salary:

    £18000 - £22000 per annum

  • Contact:

    Ben Everingham

  • Contact email:

    beveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1375_1557760455

  • Published:

    almost 2 years ago

  • Expiry date:

    2019-06-12

MB FItzgerald are currently working with one of our favourite IFA's who are looking to recruit a Junior Administrator into their growing team.

This is a fantastic opportunity for a candiate to build a career in Financial Services with a team that will encourage growth and development. If you have a minimum of 3 months experience with IFA Admin this role could be ideal for you.

Key Responsibilities:

  • Book and confirm client appointments
  • Prepare client files and joiner packs for meetings
  • Administering and servicing schemes and individual members
  • Rebroking existing schemes
  • Processing all new business and providing regular updates on progress to clients and IFAs
  • Maintain, monitor and oversee the smooth running of the scheme including reviews, renewals, new joiners and leavers
  • Accurate record keeping
  • Manage annual reviews
  • Assist with marketing initiatives
  • Work closely with IFAs to deliver teams goals and targets
  • Work as part of a team and accept a shared responsibility for colleagues/workloads within team as required
  • Routinely and consistently follow company procedures and compliance requirements