Job Description

Duties

To produce quotations, application forms and fund fact

To process all new business applications by submitting to providers

To produce Letters of Authority for new clients to service policies

To produce any Letters/Forms required for switches, encashments

Ensure compliance requirements are met on all new business cases

Weekly chasing of all new business cases

Weekly chasing of all existing business enquiries

Produce client valuations

Scanning files onto client database records

Maintaining client database records on Intelligent office

Required Knowledge, Skills, and Abilities

Ideal candidates will have worked in a IFA practice in a administrative position where they have gained a strong understanding of financial services products. It is desired that you are ambitious for a career within financial planning and motivated towards studies- such as the level 4 diploma in financial planning. It would be advantageous if you have used back office system Intelligent office.