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IFA Administrator
  • United Kingdom - Cheshire - Runcorn -
2 years ago
Administrator
Permanent,Full-time
Job Description

This is a great chance to become an integral part of a team of top-flight advisory and support admin staff. The job commands a generous salary plus a comprehensive employee benefits package.

To provide a snapshot of what this Admin role involves, if you were currently up and running in this position, these are some things you would have done last week:

Processed new business for individual and corporate clients.
Used your extensive knowledge of investment bonds, ISAs, venture capital trusts, pensions, private medical insurance and life-related business in your everyday work.
Competed valuations and illustrations.
Prepared client packs for adviser meetings.
Putting together draft suitability reports.


Required Knowledge, Skills, and Abilities

Reference no: 18420

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