IFA Administrator – Bristol
Salary
Up to 20,000
Location
Bristol
Job Type
Full Time
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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.