IFA Administrator

  • Location

    Whiteley

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £22,000-£26,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    about 1 year ago

  • Expiry date:

    2020-02-06

  • Consultant:

    #

MB Fitzgerald Recruitment are currently working with a national firm of Independent Financial Advisers in Whiteley 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.