Financial Planning Administrator
We are currently working with reputable Financial Adviser's based in Northwich to recruit an IFA Support Administrator. This well-established business have expanded over the past few years to around 20 employees and are looking to continue their growth.
Due to increasing business levels an opportunity has now arisen for an experienced individual with 2+ years experience within Financial Services to join their business. The role will be to provide support 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 Providers & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers, inputting new client and new policy information. There will also be opportunities to progress and have more client contact where you will be completing initial fact-finds etc.
An excellent opportunity to join a forward thinking organisation where progression is available to Adviser level and you will be supported with your study towards qualifications.