Administrator. IFA. Chester.
£18000-£26,000 + pension and package
UK-wide independent financial advisory business that specialises in all aspects of savings, investments and retirement planning. Company has recently opened its Chester office and therefore this is a key appointment and also an exciting career opportunity - be there at the outset!
Looking for candidate with existing life, pensions and investmentadministration experience and making progress towards professional qualification.
Salary negotiable but will depend on existing skills and qualifications.
Daily duties will include:
Administrative support for team of IFAs.
Contacting clients and arranging appointments.
All paperwork relating to clients for client review.
Suitability/ reasons why letters.
Dealing with new clients.
Typing meeting notes/ reports.
Administer all types of business, pensions, life assurance and investments.
Checking compliance on new and existing business.