Administrator. IFA. Chester.

Recruiter
Robert Bowser
Location
Chester
Salary
18000.0000
Posted
12 May 2017
Closes
10 Jun 2017
Contract Type
Permanent
Hours
Full Time

Administrator

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.

Model Portfolios.

Fund switches.

Suitability/ reasons why letters.

Dealing with new clients.

Typing meeting notes/ reports.

Organise quotations.

Process business.

Administer all types of business, pensions, life assurance and investments.

Checking compliance on new and existing business.