IFA Administrator / Financial Services Administrator

PHJ Resourcing
From £22,000 to £27,000 per annum
13 Mar 2018
06 Apr 2018
Contract Type
Full Time
We are helping our client recruit for a Financial Services Administrator. You should have experience of working within the the financial services sector as a IFA Administrator.

You will be working for a leading Financial Services organisation based in their Birmingham office (You may need to work from other offices on occasion) on a permanent, full time basis.

There are excellent benefits available including: 33 days holiday, Medical / Sickness Cover, Company Pension, Parking, Ongoing Training and Support.

This is a great opportunity to work for a well respected and leading organisation that supports and offers great career opportunities to its staff. We are looking for someone with previous administrative experience within a financial services / insurance organisation and if you are CII (Chartered Institute of Insurance) qualified that would be beneficial.

Your duties will be to provide administrative support to IFA's (Independent Financial Advisor's), this will include:

Pre and Post Sales Support.

Processing client documentation / requests in line with compliance guidelines.

Completing new blank client packs including client agreements, fact finds, risk questionnaires and profiles.

Maintain and update client information.

Prepare new business applications in accordance with standard operating procedures.

Producing regular client valuation schedules.

Answering the phones in a timely and professional manner, dealing with internal and external post on a daily basis, Scanning of documents and shredding of confidential waste etc..

Candidates must be confident with using MS Office software and be happy to use any internal systems (with training) as necessary, you must be a confident communicator on the phone and should be well organised with an attention to detail and willing to support other team members as needed.

So if you have the relevant experience our client is looking for and are keen to work for a company that truly values its staff and offers an excellent opportunity to grow and develop, then we would love to hear from you. Apply today and take the first step towards the rewarding career you deserve.

This job was originally posted as www.totaljobs.com/job/80462786