Experienced IFA Support Administrator

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2019-09-20 09:26:581970-01-01 Coast Specialist Recruitment
Job Type Permanent full-time
Location London, City
Area London, UK London, City
Sector FINANCIAL SERVICES - Sales Support
Salary £25 30,000 pa
Start Date
Advertiser John Heffernan
Telephone 01372738020
Job Ref Ref: keh-13262
Job Views 349
Our client, a well established, friendly and successful Financial Planning firm is looking for an experienced IFA Support Administrator to join the team. 

Duties include:-

  • Submission, chasing and issuance of new business
  • Submission, chasing and collating information from Letters of Authority / Change of Agency requests
  • Uploading plans and fees to Intelligent Office
  • Providing new business and review packs to advisers ahead of meetings
  • Producing policy data
  • Generating Analytics reports
  • Providing valuations
  • Generating illustrations
  • Pre-completion of paper based applications
  • Completion of online applications
  • Dealing with client queries and correspondence
  • Producing annual review documentation
The following skills and attributes are required:-

  • Punctual and well-presented, with a good telephone manner
  • Working towards the Diploma in Regulated Financial Planning ideally with one or two exams already achieved.
  • 2-3 years’ experience in Financial Services Administration/Sales Support
  • Experience of Word, Excel, Outlook
  • Experience of Intelligent Office
  • Experience of using the Analytics portfolio builder (desirable but not essential)
  • Experience of using cash flow systems (desirable but not essential)
Employees are given great support and career potential. This is a busy and varied role within a great work place
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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 | info@coastsr.co.uk

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 | info@coastsr.co.uk

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More Details

Coast Recruitment is adapting to the COVID-19 outbreak, we are adopting a working from home model for our team until further notice.

We are well prepared and equipped to run our business effectively in this way. Your usual contacts can be contacted via their email addresses from 20th July 20 – when we will be returning periodically to the office. Alternatively to speak to either John or Amanda please call 01702 713739.

We feel these steps allow us to maintain business continuity effectively, while minimising any potential risk to colleagues, their families, and clients and our business partners.