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IFA Administrator

Oakley Recruitment
Job LocationBarnstaple
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Oakley Recruitment is working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as a IFA Administrator on a full-time permanent basis.SummaryBeing the main point of contact for clients and members of the business providing administrative support.Duties & Responsibilities

  • Providing coaching and support for other team members
  • Maintaining administration systems and the diary management system
  • Undertake filing, photocopying and scanning duties when required
  • Assisting with the management of the portfolio of existing business
  • Preparing and formatting reports, new business and review packs for client meetings
  • Obtaining illustrations for products from providers either on-line or over the telephone
  • Processing payment requests and surrenders
  • Dealing with fund switch requests and being responsible for processing fund switches online
  • Obtaining valuations/details on existing policies
  • Ensuring the administration system is updated accurately
Skills and experience
  • Experience in supporting team members in an office administration support role
  • Coaching and supporting team members
  • Effective organisational and planning skills
  • The ability to work to deadlines
  • Ability to forge and develop relationships
  • Excellent interpersonal and communication skills
  • Working as part of a team and under your own initiative
Package and benefits
  • Hybrid working and shift patterns of 8am - 4pm, 9am - 5pm, 10am - 6pm
  • Flexible working and holidays
  • Gifted birthday holiday
  • Bonus scheme
  • Social perks - annual Christmas and summer parties
  • Discounted health club memberships and free healthcare benefits
  • Professional development
  • Pension scheme
  • Shopping discounts
  • Access to free online training courses
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting forOakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the employment agencies act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NInumber will be required, as part of your interview process.

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