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Financial Planning Administrator - National Firm

Location: BIRMINGHAM, WEST MIDLANDS Salary: 20000.00 - 25000.00 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 8 months ago Reference: 3092760
Our client is a national IFA firm which offers whole of market advice to individual and corporate clients. This firm prides itself on having a family culture which supports its employees.

Due to an expansion in the business, they now have need for an experienced Financial Planning Administrator.


> Submitting new business - pensions, investments, life assurance and mortgages
> Obtaining illustrations for the above types of products from the
> relevant providers
> Once the business has been submitted chasing it through to completion and then chasing up any fee income or commission until it hits the Bank Account and updating the client by phone through out.
> Answering all phone calls and talking to our clients with regards their enquiries in connection with their policies, so an understanding of these products is necessary
> There is a lot of inputting information onto our back office system.
> You will need to be competent with Word Windows and Excel
> Checking client on line files to ensure that they are fully compliant


> Experience of administration in an IFA environment
> Have experience within Financial Services Sales Support
> Good planning and organisational skills
> Good communication skills, both written and oral
> An excellent team player with an adaptable and flexible approach to work

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