IFA Administrator

Recruiter
MB Fitzgerald
Location
Warwickshire
Salary
20000.00 - 28000.00 GBP Annual
Posted
17 Oct 2019
Closes
23 Oct 2019
Job Type
Administrator
Contract Type
Permanent

MB Fitzgerald Recruitment are currently working with a firm of Independent Financial Advisers and Employee Benefits Consultants in Coventry to recruit an experienced IFA Administrator.

An opportunity has now arisen for an experienced individual with 2+ years experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.

Tasks will include: To fully support the Life & Pensions department, Checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers, producing
reports, Maintaining the client back office system, inputting new client and new policy information.

An excellent opportunity to join a forward thinking organisation where progression is available.