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.