Experienced IFA Sales Support Administrator

2019-10-02 15:55:252020-01-29 Coast Specialist Recruitment
Job Type Permanent full-time
Area London, UK
Sector FINANCIAL SERVICES - Sales & Business Development
Start Date
Advertiser Karen Halliday
Job Ref keh-13262
Job Views 112

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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