Published
14th February 2024
Location
Milton Keynes
Job Type
Salary
£23,000-£33,000

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
Apply
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