£25000 - £30000 Per year
Administrator
Permanent
Job Description
You will be part of a team providing supporting a team of financial advisers, which includes the company directors
- Prepare suitability reports
- Using IO system and a variety of platforms - in particular Standard Life and Nucleus
- Obtain quotes, illustrations, product information and appropriate paperwork
- Prepare annual reviews/valuations
- Process new business
- Liaise with providers
- Deal with client queries
Required Knowledge, Skills, and Abilities
You must have 3 years + experience as an IFA administrator to be successful in your application.Reference no: 39813