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.
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