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Sales Support Administrator
3 months ago
Candidate Requirements:
· Must be an experienced IFA Administrator and have supported Advisers previously· Have solid knowledge of Pensions, Investments and Protection· Possess competent IT skills· Ideally have experience of Intellifo (Intelligent Office)· Excellent inter-personal skills, both written and verbal· Accurate with good attention to detail· Able to manage their time effectively
Benefits:
· Mon-Fri 9-5· 21 holidays (plus stats and off at Xmas, increases after 3 years)· DIS after qualifying period· Bonus· Study support plus exam reward
Role:
A highly successful and well-established IFA Firm have an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle on a full-time basis. They pride themselves on the personal service they provide and are extremely client focussed.Supporting two knowledgeable Advisers with complex work, responsibilities will include:· Process new business· Deal with investments - ISA’s, unit trusts, pensions/transfers bonds, fund switches and encashments· Produce valuations for various investments· Deal with corporate clients and the management of their corporate schemes· Produce comparisons and quotations then process applications for protection products· Client liaison via telephone queries· Liaising with third party providers· Monitoring compliance records
Qualifications:
Industry qualifications whilst recognised, are not essential
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