|Location: GREATER MANCHESTER, LANCASHIRE||Salary: 20000.00 - 22500.00 GBP Per Annum|
|Sector: Insurance||Job Type: Permanent|
|Shift Type: N/A||Applications: N/A|
|Posted: 3 months ago||Reference: 3040043|
• Providing comprehensive support to financial advisers.
• Administering Investments, Pensions and Protection for individual clients
• Submitting new business and servicing - protection, investments, top-ups, pension transfers and drawdown
• Obtaining illustrations and application packs
• Producing up to date valuation reports for clients
• Liaising with colleagues, clients and product providers
As an IFA Administrator you will be expected to work closely with all staff within the business to ensure a smooth yet compliant process is followed, and assist in providing a great client service.
The ideal candidate will:
• Have previous experience in a similar IFA Administration role.
• Have some industry specific qualifications or is working towards.
• Be well organised and meticulous, with strong work ethic.
• Have excellent written and oral communication skills.
In return you will receive a very competitive salary and benefits package.
Please feel free to contact me on 0161 833 2033 / email@example.com to discuss this opportunity or for a confidential conversation regarding your job search and career goals.
*Reed offer up to a £300 rewards for any successful referral
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