Sales Support Administrator (IFA Administrator)

Sales Support Administrator (IFA Administrator)

EGR/10855

Financial Services

£24,000 - £28,000

  • Mon-Fri 9-5
  • 21 holidays (plus stats and off at Xmas, increases after 3 years)
  • DIS after qualifying period
  • Bonus
  • Study support plus exam reward
  • Free Parking

29/02/2024

A highly successful and well-established IFA Firm have an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle on a full-time basis. They pride themselves on the personal service they provide and are extremely client focussed.

Supporting two knowledgeable Advisers with complex work, responsibilities will include:
·        Process new business
·        Deal with investments – ISA’s, unit trusts, pensions/transfers bonds, fund switches and encashments
·        Produce valuations for various investments
·        Deal with corporate clients and the management of their corporate schemes
·        Produce comparisons and quotations then process applications for protection products
·        Client liaison via telephone queries
·        Liaising with third party providers
·        Monitoring compliance records

Industry qualifications whilst recognised, are not essential

·        Must be an experienced IFA Administrator and have supported Advisers previously
·        Have solid knowledge of Pensions, Investments and Protection
·        Possess competent IT skills
·        Ideally have experience of Intellifo (Intelligent Office)
·        Excellent inter-personal skills, both written and verbal
·        Accurate with good attention to detail
·        Able to manage their time effectively

 

Know someone who the above job would be a perfect fit for?

REFER THEM …and receive £250 when they start in their new role!

Are you interested?


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