|Location: PLYMOUTH, DEVON||Salary: 18000 - 24000 GBP Per Annum|
|Sector: Insurance||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 10 months ago||Reference: 3063939|
The role will include:-
• Responding to client enquires and requests
• Obtaining valuations and policy information from for the product providers
• Preparing and processing review paperwork in addition to documents for client meetings
• Online submission of new business to providers• Maintaining clients and policy records on office system
• Obtaining valuation details from the provider via letter, telephone, email or internet
• Inputting information from providers onto the database accurately
• Preparing and printing illustrations, and key features documentation and applications as required by the consultant/para-planner
• Checking forms, entering data onto our systems
• Chasing pending applications
• Relevant financial Planning administration experience within an IFA
• Broad product knowledge with a focus on pensions and investments desirable
• Excellent written and verbal communication skills with a strong eye for detail.
• Good administration and computer skills.
If you are a confident and professional with a friendly disposition and the ability to work well as part of a team then please contact me at your earliest convenience to discuss this opportunity in more detail.
Please send your up to date CV to firstname.lastname@example.org and call 0117 930 4820.
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