Job Details
IFA Administrator - High Wycombe
Sector:Financial Services
Region : South East England
Location: High Wycombe
Salary: £20k - £30k + bonus + pension + study support
Job Ref.: SB-ADMHW
Job Information
Our client is an established financial planning practice with a presence in the High Wycombe area. Due to continued demand for their services and exponential growth they are now seeking to add an IFA Administrator to their practice .Responsibilities
• Processing new business, dealing with client policy enquiries and updating the back office client database
• Requesting information from Product Providers, including general client queries new business illustrations and on-line valuations
• General office administration : processing & scanning post and general e-mails, keeping our back-office systems up to date and accurate.
• Preparing packs for clients in good time for meetings, including compliance documents, valuation and review letters
• Handling day-to-day client queries and liaising with product providers on any queries.
• Attending product update meetings to start to build a high level of technical knowledge.
• Supporting the Paraplanners and Advisers with Suitability reports.
This is an outstanding opportunity to join a business and be more than just a number. A fantastic working environment with excellent salary and bonus.
If you are interested and have relevant experience please apply within and one of our consultants will be in touch.