IFA Administrator – Bristol

recruitukltd Salary: Up to £20,000

This is a perfect opportunity for candidates who have previous experience within Pensions or Investments administration that want to support two senior IFA administrators, work towards the level 4 diploma and be given the opportunity to progress into a paraplanner!

You will be responsible for:

  • Diary and appointment management
  • Requesting and checking quotations using e-platforms.
  • Processing “new business”, ensuring checks have been completed in readiness to submit proposals to the provider
  • Monitoring new business pipeline through to completion
  • Handling general “after-sales” enquiries, including general support to Consultants, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.
  • General Administration such as preparing letters to clients.

You will be joining a well established and friendly firm of chartered advisers who will support and train you in order for you to have a successful career.

For more information on this role please contact Louise Bibb on 01179170416 or email louise.bibb@recruitukltd.co.uk

Quote reference: 12463

To apply for this job email your details to louise.bibb@recruitukltd.co.uk