Central Sales Support Administrator

2019-09-20 09:39:522020-01-17 Coast Specialist Recruitment
Job Type Permanent full-time
Location London, City
Area London, UK London, City
Sector FINANCIAL SERVICES - Sales Support
Salary £20 - 25,000 pa
Start Date
Advertiser John Heffernan
Telephone 01372738020
Job Ref Ref: keh- 13262
Job Views 183
Our client a large, busy, highly successful IFA firm based in EC4 is looking for an experienced IFA Administrator to join their team.

Duties include:-

Central Administration
  • Checking case actions to move cases from draft to in force
  • Uploading DFM quarterly valuation reports
  • Reception duty
  • Scanning and post
Sales Administration
  • 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
  • Providing valuations
  • Generating illustrations
  • Pre-completion of paper based applications
  • Completion of online applications
  • Dealing with client queries and correspondence
  • Producing annual review documentation
Skills/Attributes needed for the role
  • Punctual and well-presented, with a good telephone manner
  • Experience of Word, Excel, Outlook
  • Experience of Intelligent Office (desirable but not essential)
  • Experience of using the Analytics portfolio builder (desirable but not essential)
  • Experience of using cash flow systems (desirable but not essential)
The client will offer the job holder support and progression opportunities for a long term career within the sector.
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