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IFA Administrator

Location: GREATER MANCHESTER, LANCASHIRE Salary: 15000.00 - 30000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: 3039087
An exciting opportunity for an IFA Administrator to join an innovative Financial Adviser Firm in Manchester City Centre!

This organisation is a focused with a commitment to providing the best service for each and every client they work with. They are looking for an experienced IFA Administrator.

Salary:
up to £26,000

Duties Include:

• Completing the administration associated with new business and transferring of new clients to the Company (transfer of agencies), ensuring that new business submitted to the insurance company is fully completed and compliant and all internal systems are up to date including fee expectations.
• Monitoring of new business progress and chasing outstanding documentation.
• Accurately checking and issuing policy documents.
• Producing quotations as requested using Assureweb or other databases as required and requesting illustrations from providers.
• Producing client summaries/valuations as requested for new and existing clients within specified deadlines.
• Dealing with clients in a professional manner in relation to queries on their policies/investments and ensuring that any necessary changes are completed.
• Liaising effectively with clients, product providers and Directors.
• Answering the telephone in a polite and professional manner.
• Co-ordinating of the Directors diaries, such as making appointments.

An Ideal Candidate will have:

• Previous experience in an IFA environment.
• Knowledge of Intelliflo (iO).
• Interpersonal skills – able to work as part of a team and communicate professionally with clients.
• Proactive – willing to continue to develop, be enthusiastic.
• Highly organised, methodical, disciplined and meticulous.
• Ability to prioritise.
• Computer literate – Outlook, Word, Excel.
• Excellent keyboard skills.

If this sounds of interest, please contact Rebecca Hunt on 0161 833 2033 or by email on Rebecca.Hunt@reedglobal.com as soon as possible to be sure to not miss out on this opportunity.


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