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Financial Services Administrator
2 months ago
We are seeking a highly organized and self-motivated individual to join our team as an IFA Administrator. The successful candidate will provide administrative support to our financial advisers and have the opportunity to develop a longer-term career in paraplanning.
Key Responsibilities:- Process new business and submit to Business Quality, utilizing external and internal systems.
- Gather and correlate plan/policy information, produce valuations, and ensure a smooth and timely business process.
- Liaise with product providers and utilize their online systems to gather valuations.
- Maintain client records, process annual reviews, and new business processing using our back-office system.
- Develop a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products.
- Provide general administration and client servicing support as needed.
A competitive basic salary and supporting benefits, with a genuine opportunity to develop as an administrator in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge.
