Ifa Administrator

2 weeks ago

St Albans, United Kingdom LNJ RECRUITMENT LIMITED Full time

Excellent Career Opportunity
- 5 Star Organisation
- St Albans Location
About the company:
Our client has a wealth of experience gained across the financial landscape including, pensions, mortgages, investments and estate planning.
Job Title: IFA Administrator
Main duties:

- To assist in producing accurate compliant client reports for Financial Advisers
- To collect relevant data in order to complete the reports
- Basic advice events, such as fund switches and investment withdrawals.
- Producing illustrations and reports for new business
- Produce quotations on financial products for comparison
- Processing of investment, pension and protection business
- Collate and upload all relevant correspondence to our True Potential back office system to submit cases for compliance checking
- Type letters and draft routine correspondence
- Process annual valuation packs
- Maintain all necessary systems
Skills/competencies:

- Familiar with Word and Excel
- Report writing skills
- Good team worker
- Good written and verbal communication skills
- Highly organised
- Able to exercise initiative
Essential
- Educated to GCE'A' Level, GCSE English, GCSE Maths
- Two years office experience in a similar role/working environment
If you have any questions regarding this role, please contact Navia at LNJ Recruitment.

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