Ifa Administrator
2 weeks ago
Key Responsibilities:
- New business processing (Pensions, Investments, Protection)
- Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly
- Ability to process pension transfer and drawdown requests, fund switches
- Deal with adviser queries
- Data input onto client database and date cleanse where appropriate
- Group scheme research, quotations, renewal letters
- Prepare systems to ensure client valuations are accurate
- Prepare LOA for signatures, data gather information and update systems with plan information
- General office duties as support when required
- Adhere to company procedures
- Ensure all work conducted within a timely, compliant manner and to the firms standards
Personal Specification:
- 2+years industry experience
- Confident, lateral thinker, who can work independently and as part of the team
- Attention to detail is paramount, as well as ability to meet deadlines and act calmly
- Industry qualifications preferred but not essential
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