Ifa Administrator
3 weeks ago
**Location**
**Salary**
**Posted on**
**Reference**
**Shropshire
£18000 - £23000
14/02/2023
NJR13446
DESCRIPTION
IFA Administrator
Shropshire
Salary up to £23,000
Our client are a small boutique firm of Chartered Financial Planners, who pride in delivering a superior service to Client bank of High net worth individuals in offering bespoke advice and solutions to accomerdate their needs, An excellent opportunity has arisen as a result of company growth for an ambitious Financial Planning Administrator to join their successful and growing practice.
As a Financial Planning Administrator you will be responsible for all new business processing ensuring that partners are fully prepared for meetings. You will also work in conjunction with the Paraplanners; whilst assisting with the compilation of client quarterly reports. Daily duties will be varied and will consist of;
Key in client data for illustrations
Processing new Business
Prepare letters of authority for client policy information
Contact Life Offices to chase up letters of authority
Complete quarterly pension and investment reviews on Platforms
Using FE Analytics chart fund performance (training will be given by FE)
Answer telephone within three rings and deal with client queries
Record all messages on message pad, and then type and save to client file
Check Policy Documentation and send to client
Input data into Selecta Pension Software (training will be given)
Obtain annuity, life quotations using the Exchange and Iris (training will be given)
Obtaining client valuations
Our client offers fantastic development to progress and second to none in-house training. They support training and exams and prides themselves on developing staff and assisting with furthering their careers.
For further information please contact one of our specialist consultants quoting REF: NJR13446
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Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.
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