Senior IFA Administrator - Bromsgrove

Recruiter
Thomas George Selection
Location
Stoke Pound
Posted
07 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

An opportunity is available for an IFA Administrator to join a reputable independent financial services practice based in Bromsgrove .

Main Duties:

Provide support to Independent financial consultants who advise on pensions, investments and protection to mainly private clients but some corporate also.

Processing new business and submitting applications to providers.

Obtaining valuations on existing arrangements and illustrations on new business enquiries.

Sales support, typing letters, answering client enquiries.

Liaison with providers, paraplanners, consultants and clients.

Handling on going servicing queries.

Establishing and maintaining files and records.

Offering an excellent level of client care.

Daily use of adviser office software.

Requirements:

Skills and experience gained in a similar type of role are required.

A salary up to £26,000 per annum (DOE)

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Your contact - Keith Enright at Thomas George Selection

Please visit our website ' tgselection.com ' for further details on this and other Financial Services opportunities.

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