IFA Administrator

7 months ago

Milton Keynes, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.

Key Responsibilities:-

New business processing Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly Involvement in pension transfer work and drawdown related matters Deal with adviser queries Data input onto client database Group scheme research, quotations, renewal letters Prepare regular client valuations Complete LOA policy questionnaires, particularly for pension related matters General office duties as support when required Adhere to company procedures Ensure all work conducted within a timely, compliant manner and to the firms standards

Systems:-

Competent with:- Outlook, Word, Excel to intermediate level Ideally competent with Intelligent Office (back office system) or similar Working knowledge of platforms ideally:- Quilter, Aviva, Ascentric and Aegon ARC Working knowledge of IRESS desirable but not essential

Personal Specification:-

2+years industry experience Confident, lateral thinker Ability to communicate at all levels, organised, effective time management, ability to prioritise workload, apply a logical approach to requests, be adaptable and flexible in their approach Industry qualifications preferred but not essential

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