Ifa Sales Support

4 months ago


Borehamwood, United Kingdom The Coast Partnership 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.

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.

Pay: £35,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Employee discount
- On-site parking

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Retail sales: 1 year (preferred)
- Customer service: 1 year (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: In person

Reference ID: JLSSB1


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