IFA Administrator

  • Location

    Coventry, West Midlands

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £28000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1918_1564584379

  • Published:

    about 1 year ago

  • Expiry date:

    2019-08-30

  • Consultant:

    #

MB Fitzgerald Recruitment are currently working with a firm of Independent Financial Advisers and Employee Benefits Consultants in Coventry to recruit an experienced IFA Administrator.

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, Maintaining the client back office system, inputting new client and new policy information.

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