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IFA Client Support

Location: WARRINGTON, CHESHIRE Salary: 20000.00 - 23000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3086408
A very busy IFA practice in Cheshire is seeking an IFA Client Support Administrator to join their exisiting Client Support Team. Working within a smaller team you will be supporting the Independent Financial Advisers with all pre and post sale work, and looking after a diverse range of clients. Day to day duties will include:-

• Acting as a point of contact for Clients
• Obtaining Quotations
• Collating information from product providers on clients existing arrangements
• Preparing client review documentation/valuation reports
• Processing New Business Applications
• Processing Switches, Surrenders & Withdrawals Request Servicing Requests
• General Administration and Office Duties

Candidates should have some experience of working within an IFA practice and/or provider, and knowledge of 1st Software, Outlook, Excel and Word. Progress toward completing the CII exams would also be looked upon favourably.

To apply or for further information please call Richard Kunman on 0161 833 2033 or email

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