Description
We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.
Key Responsibilities:-
- New business processing
- Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly
- Involvement in pension transfer work and drawdown related matters
- Deal with adviser queries
- Data input onto client database
- Group scheme research, quotations, renewal letters
- Prepare regular client valuations
- Complete LOA policy questionnaires, particularly for pension related matters
- General office duties as support when required
- Adhere to company procedures
- Ensure all work conducted within a timely, compliant manner and to the firms standards
Systems:-
- Competent with:- Outlook, Word, Excel to intermediate level
- Ideally competent with Intelligent Office (back office system) or similar
- Working knowledge of platforms ideally:- Quilter, Aviva, Ascentric and Aegon ARC
- Working knowledge of IRESS desirable but not essential
Personal Specification:-
- 2+years industry experience
- Confident, lateral thinker
- Ability to communicate at all levels, organised, effective time management, ability to prioritise workload, apply a logical approach to requests, be adaptable and flexible in their approach
- Industry qualifications preferred but not essential