Financial Planning Assistant
We are currently working with reputable Financial Adviser's based in Milton Keynes to recruit an IFA Support Administrator. This well-known IFA who will continue to grow steadily over the next few years.
Due to increasing business levels an opportunity has now arisen for an experienced individual with experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.
Tasks will include: To fully support the Life & Pensions department, Checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers, producing
reports through Avelo, Maintaining Avelo, inputting new client and new policy information.
An excellent opportunity to join a forward-thinking organisation where progression is available.