IFA Sales Support Administrator
20 Days Old
We are currently recruiting for a Financial Planning practice based in Amersham who are looking for an experienced IFA Administrator to join their team.
Key Requirements and Skills:
Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
An understanding of FCA regulations and guidelines relating to financial services clients
Willingness to continue to develop knowledge of products and related issues through formal and informal learning
Good communication skills (written and verbal) that are effective and meet business needs
Ability to prioritise and organise own workload
Ability to work under pressure and to deadlines
IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial
Accuracy of work and attention to detail
Key Responsibilities:
New business submission and tracking to conclusion
Day to day client management, processing any queries which may arise
Administration of Group Pension schemes
Administration of Group Risk Schemes
Liaising with clients, product providers and other relevant third parties
Ensure back offices systems are kept up to date including client and provider data
Issue Letters of Authority, chase for policy information, b...
- Location:
- Amersham
- Salary:
- £35,000 - £40,000 per annum
- Category:
- Customer Service & Support