Senior IFA Administrator

8 Days Old

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham.
You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary.
They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must have prior understanding of Mortgages, Protection, Investments and Pensions. Our client provides rewarding progression opportunities and support with industry specific qualifications, which will enable you to further your career.
Responsibilities:
-Processing applications via different provider platforms
-Maintaining and updating database with relevant policy information
-Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products)
-Issuing documents to clients
-Producing and updating client reports
-Drafting suitability reports for advisers
-Ensuring all records are kept up to date and compli...
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Location:
Cheltenham
Salary:
£27,000 - £30,000 /annum
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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