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Part Time Senior IFA Administrator

Location: LITTLE ASTON, WEST MIDLANDS Salary: 25000 - 30000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: PART TIME Applications: N/A
Posted: 3 months ago Reference: 3062620
My client is a small IFA Practice and the company's Director has over 20 years of industry experience. They pride themselves on professional advice at all times and across a wide range of products including Pensions, Investments, Estate Planning and many others.

They are currently seeking a Part Time IFA Administrator as part of an expansion programme.


Main Duties include:

> Providing support to the Director, including adhoc research
> Liaising with clients over the telephone and in the office
> Chasing Product providers
> Processing new business
> Preparing valuations
> Conducting illustrations
> Suitability report composition



Experience required:

> Previous IFA Administration experience is essential for this role
> High attention to detail
> Good telephone manner
> Experience with provider platforms
> Confident using Microsoft Excel and Word
> Knowledge of Research software - Defaqto & Selectapension is advantageous


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