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Senior IFA Support Admin/PA

3 months ago

Borehamwood, United Kingdom Coast Specialist Recruitment Full time

This is a complete " stand out " opportunity

Our client requires an experienced IFA Administrator/PA to provide support to a small team of IFAs .

This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.

Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.

KEY RESPONSIBILITIES & ACCOUNTABILITIES

  • New business processing and submission to Business quality, submitting onto external and internal systems
  • Regular use of Platforms.
  • Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
  • Liaison with a variety of product providers and use of their online systems to gather valuations etc
  • Working with back-office system to maintain client records, process annual reviews reports and new business processing
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
  • General Administration and client servicing support as needed

The role offers an extremely good basic salary and supporting benefits with genuine opportunity for a long term career.

Please apply in confidence.