Job Information

An Independent Financial Advisers in Solihull is seeking a new IFA Administrator. The purpose of the role is to work alongside the existing support team and provide direct support to the company’s Independent Financial Advisers.

Your tasks will include but not be limited to:

• Compiling Letters of Authority, sending to Insurance Providers and collating policy information
• Processing New Business Applications
• Ensuring all new business submitted to the providers is fully completed and compliant
• Updating the New Business Register and back-office system with new application information
• Monitoring new business progress and chase outstanding documentation on behalf of the Financial Advisers
• Checking accuracy of all Policy Documentation
• Producing Portfolio Valuations and Summary Reports for review meetings
• General client servicing, change of policy information

Please Call/Text/Whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.