IFA Administrator

Date: 7 hours ago

City: Trowbridge, England

Contract type: Full time

Up to £30,000

Bristol

Responsibilities

Correspond with policy providers on behalf of the client
Correspond and be a general liaison with the client
Submit any new business on behalf of the client
Facilitate the annual review process of our clients
Process new client information in preparation for their first report meeting
Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).
Basic admin duties

Requirements

High level of experience in administration within a financial sector is required.
Punctual, reliable and dependable.
Ability to work in a team environment
Attention to Detail and Accuracy is paramount
Excellent IT skills in MS Word & Excel
Benefits
Company Pension 5% enrolment
Holiday Entitlement 23 days basic plus 8 bank holidays.
Flexible sell and buy back up to 3 days.
Group income protection
Group life cover
Ongoing training and development

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