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Job LocationLiverpool
EducationNot Mentioned
Salary£18,000 - £25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

IRC is has been engaged by our client, an established Financial Services practice in Liverpool to recruit a full time experienced IFA Administrator to join their busy team.This is an excellent opportunity for an experienced IFA Administrator to join a well know practice who will support your career development.Experience in IRESS and XPLAN will be an advantage.Key element of the role will be:

  • TOA - transfer of Agency processing
  • Produce illustrations
  • Obtain valuations
  • Client review tasks
  • Fund switch processing
  • New business processing - internal & provider processes
  • Policy issue processing
  • Database updates - adding plans & tasks
  • Admin support to Directors
  • Processing incoming and outgoing post
  • Answering incoming calls
  • Welcome clients & offering refreshments
  • Fees & commission reconciliations
  • Attractive salary & benefits Required skills
  • Financial Planning
  • Financial Services
  • General Admin
  • Keyskills :
    Financial Planning Financial Services General Admin

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