IFA SALES SUPPORT - Cumbernauld

Recruiter
Reed Insurance
Location
Cumbernauld
Salary
18000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time
Reed Insurance have an exciting opportunity for an IFA Support Administrator. Based in North Lanarkshire, our client is a leading Wealth Management firm. The successful candidate will have a minimum 2 years experience in an IFA environment and have excellent working knowledge of a full range of Financial Products.

Role Definition :

Work as part of a team to enable the Advisers to maintain a portfolio of clients through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion, inputting transaction details on Adviser Office and assisting with collections of outstanding fees and commissions.

Accountabilities :

• Ensure the back office system is maintained with current client personal details and compliance information
• Liaise with product providers regarding policy details, obtain illustrations for new requests and dealing with any existing policy queries
• Compile supporting paperwork for the suitability reports in line with SLA's
• Ensure new business applications are processed and tracked to completion via the events lists, recording details of all transactions onto computer records (Adviser Office) accurately, timeously and in line with procedures & SLA's
• Actively pursue outstanding commissions and fees and resolve any issues which may prevent their payment
• Produce valuations and 6 monthly reviews accurately and timeously in line with SLA's
• Assist in general office administration

Reed Specialist Recruitment Limited is an employment agency and employment business