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IFA Administrator

Location: EXETER, DEVON Salary: 18000 - 23000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 3
Posted: 11 months ago Reference: 3061805
An opportunity for an experienced IFA Administrator has become available in Exeter.

You will be joining an established and successful team, supporting the Advisors fully in an all round technical administration role.

Working alongside 1 or more financial planners
Processing new business
Preparing portfolio valuations and prepping for client meetings
Managing adviser’s diary
Dealing with client queries – change of address, change of bank details, income or withdrawal queries
Collating policy information for prospective new clients – entering new investments on Durell database, preparing pension and life assurance schedules
Obtaining life assurance and annuity quotations
Requesting pension projections
Obtaining illustrations and preparing application forms for financial reports
Preparing switch and sale forms
Dealing with probate administration for death claims
Written communication directly with clients via post and email – acknowledging and sending policy documents, returning ID etc.

Good spelling and written English required
Good use of Word, Excel and ability to learn new Durell software system
Ideally with some financial services qualifications – experience essential
Ability to manage heavy workload, prioritise and ask if help required

CV's are already being shortlisted for this position so if of interest, please contact me today on 0117 930 4820 and email an up to date CV to

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