Financial Services Administrator

EGRecruiting Ltd
Newcastle Upon Tyne
16 Apr 2019
21 May 2019
Contract Type
Full Time

Our Client has an immediate requirement for an experienced IFA Administrator, to work on a full-time basis at their office in Newcastle. The individual will be responsible for the processing of new business and all associated administrative tasks.

Responsibilities will include:-

· Liaising with clients and providers by telephone, email or written correspondence
· Checking client applications for accuracy and identification of errors and omissions
· Creating covering letters and forwarding client application details to the appropriate provider
· Sending acknowledgement letters to clients detailing plan details and fees
· Processing condolence letters in accordance with the Death of Client procedure, which includes writing to product providers to obtain valuations
· Inputting application details into Intelligent Office and adding fees charged
· Chasing overdue/outstanding items with 3rd party providers and closing diary entries once complete
· Checking the accuracy of on-line and paper annual statements and contract notes (updating units on Intelligent Office)
· Opening and sorting of incoming mail and processing of outgoing mail
· Dealing with team post
· Any other reasonable ad-hoc duties


Financial Services qualifications would be advantageous however, not essential

Candidate Requirements

Candidate Requirements:-
· Excellent administration skills gained within a Financial Services/IFA environment
· Experience of Intelligent Office advantageous
· Solid IT skills in Microsoft Office
· Ability to develop and maintain good relationships with a range of individuals
· Able to prioritise workloads to ensure all activities are completed quickly, in a compliant fashion and at a high standard
· Enthusiastic and positive attitude

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