Financial Planning Administrator

  • Location

    Guildford, Surrey

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £25000.00 - £30000.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

    cdanaher@mbfitzgerald.co.uk

  • Job ref:

    BBBH1816_1561457363

  • Published:

    about 1 year ago

  • Expiry date:

    2019-07-25

We are currently working with reputable Financial Adviser's based in Guildford to recruit an IFA Support Administrator. This well-known IFA will continue to grow steadily over the next few years.

Due to increasing business levels an opportunity has now arisen for an experienced individual with 2+ years' experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.

Tasks will include: To fully support the Life & Pensions department, checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers, producing
reports through Avelo, Maintaining Avelo, inputting new client and new policy information.

An excellent opportunity to join a forward-thinking organisation where progression is available.