IFA Sales Support - Gatwick

Recruiter
Blakemore Recruitment
Location
Farringdon
Posted
11 Jan 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Role overview and purpose

Working as part of our lively and friendly client support team, providing administrative support. This is an exciting, fast
paced and varied role.

Key activities and tasks

  • Managing the 'Letters of Authority’ process
  • Submitting new business files
  • Accurate data input using 'Adviser Office’ (full training can be given)
  • Scanning documents to 'Volume’ (full training can be given)
  • Chasing providers for outstanding documentation
  • Running ad-hoc admin projects
  • Assisting in the client review process
  • Researching employee benefits - Group Death in Service and Income Protection
  • Researching Auto Enrolment scheme options, producing reports and setting up of the scheme

Required qualifications and skills

  • Knowledge of Word, Excel, Outlook and 'Adviser Office’ software and fully IT literate
  • Knowledge and experience in working with provider platforms
  • Attention to detail, thoroughness and accuracy
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
  • Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player

Desired qualifications and skills

  • Passed at least 3 financial planning exams
  • Experienced administrator
  • Knowledge of 'Volume’
  • Knowledge of 'Voyant’
  • Minimum 5 year’s experience in financial services