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Financial Services Administrator

2 months ago

Chatham, Kent, United Kingdom Coast Specialist Recruitment Full time
IFA Admin Job Description

The role is based in Chatham with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning.

Key Responsibilities:
  • New business processing and submission to Business quality, submitting onto external and internal systems
  • 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 a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.