|Location: CHIPPING SODBURY, AVON||Salary: 24000 - 26000 GBP Per Annum|
|Sector: Insurance||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 5 months ago||Reference: 3055591|
If you hold solid IFA Administration experience and are looking to be part of a global team of professionals, please contact me at your earliest convenience to discuss.
• Be the first point of contact to provide clients with professional support and accurate information with regards to their product and services whilst demonstrating the company values. Escalating issues to the Sales Executive/Consultant/Financial Planner or Team Leader where appropriate
• Work with clients to: (i) maintain accurate data e.g. membership/products and services information/claims/financial data; (ii) obtain information for other team members which they can pass on to clients paying attention to cross referencing and checking details.
• Produce and maintain accurate and complete documentation /correspondence in a compliant manner with timescales confirmed by Divisional service level agreements (SLAs) for both new business and on-going business requirements e.g. annual renewal/review
• Respond to clients and sales executive/Consultant/Financial Planners queries in a timely manner and accurately by using and amending standard letter, writing clearly, concisely and professionally.
• To follow all processes and procedures – particularly that all business activity is logged to ensure revenue is accurately recorded and documented.
• To ensure the efficient and accurate production of all reports and correspondence to clients
• Experience working for an IFA/Financial Adviser or platform provider
• Experience using investment platforms such as Standard Life Wrap, Cofunds, AJ Bell, AXA Elevate (essential)
• Data management and good knowledge of Excel, Word and PowerPoint
• Understanding of the FCA regulated requirements and environment
• Knowledge of Intelliflo (ideally)
• Degree educated or equivalent
• Excellent communication skills
• Excellent attention to details and organisation skills
To discuss this position in more detail, please contact me on 0117 930 4820 and email an up to date CV to firstname.lastname@example.org
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