IFA Administrator – Bridgend
Salary
up to 25k
Location
Bridgend
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
We are actively working with a small Wealth Management team within a Chartered Accountants who are looking to recruit an experienced IFA Administrator. Due to a recent surge in business, they are looking to expand this team and take on ideally two administrators to support their Tax Planners and Paraplanner.
Your duties will include:
£· Processing new business
£· Speaking with clients of the business,
£· Liaising with insurers/providers etc,
£· Updating online systems,
£· Working in tandem with the Paraplanner on technical matters and all sales support.
£· Monitor timely receipt of Policy Documents and Contract Notes.
£· Ensure documentation is correct and accurately added to client management system.
£· Ensure documentation is forwarded to clients quickly and efficiently.
£· Monitor outstanding remuneration and actively chase outstanding payments
Successful candidates will hold at least two years’ worth of experience within an IFA or wealth management firm.
A competitive salary of £20,000 – £25,000 dependent on candidate experience.
For more information please contact Recruit UK on 01179 170 416 or email [email protected] and quote reference 11623.
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.