Trainee Administrator – Exeter
Salary
16K to 25K
Location
Job Type
Full Time
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We are representing a growing IFA firm in Exeter looking to expand their financial services team by taking on an IFA support administrator.
Full training will be given to the successful candidate, this is a brilliant opportunity to get your foot in the door of the financial services industry. You will be working in brand new offices, in a friendly environment whereby your continued development will be supported.
You will have excellent IT and administrative skills. Financial Services/Planning knowledge would put you at an advantage. Your role will be varied however your main duties will include:
- 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” inquiries, including general support to Consultants, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.
- Diary and appointment management
- General Administration such as preparing letters to clients.