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IFA Administrator

Location: FAREHAM, HAMPSHIRE, UNITED KINGDOM Salary: 20,000.00-25,000.00 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 7 months ago Reference: X3-232353

With collectively over 50 years experience within the industry my client really is a leading name in the financial planning world. They are truly independent offering whole of market financial planning advice and will take their time to understand their clients financial circumstances, plans and desires moving forward.

A rare opportunity has arisen for a IFA Administrator to join their office in Fareham, with free onsite parking, lovely modern offices holding a expert team to work alongside.

The ideal candidate will have worked within a practice in a administrative role and have a basic understanding of whole of market products. Ideally you will have worked on the back office system Inteliflo and have experience in submitting new business online on various platforms.

Duties

Liaising with clients and third party suppliers

Carry out client valuations and associated fund performance research

Liaising with providers about new and existing business

Processing new business (online and by post) and monitoring applications

Processing amendments to existing plans e.g. fund switches

New business illustrations and application completion

Processing letters of authority and obtaining full information on clients’ existing plans

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