Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

IFA Administrator

recruitment22
Job LocationManchester
EducationNot Mentioned
Salary£25,000 - £27,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

This is a fantastic opportunity to join an award winning employer and further your career within the Financial Advice industry. This company boast excellent retention rates, have a track record looking after their people, developing their skillets and promotingfrom within. They also offer hybrid working, 3 days in the office, 2 WFH. As an IFA Administrator here your responsibilities will include:

  • Compile Letters of Authority, sending to Insurance Providers and collating policy information when received for Paraplanners, Financial Advisers
  • Process New Business Applications in agreed time frame
  • Ensure all new business submitted to the insurance providers is fully completed and compliant
  • Update New Business Register and back office system with new application information
  • Monitor new business progress and chase outstanding documentation on behalf of the Financial Advisers
  • Check accuracy of Policy Documentation
  • Produce Portfolio Valuations and Summary Reports for Financial Adviser review meetings
  • General client servicing, change of policy information
  • General administration duties
Youll also receive:
  • A starting salary of £25,000-£27,000, but if youre keen to move and your looking for more then apply or contact me and well discuss
  • Hybrid working available, 3 days office based and 2 working from home
  • Flexible hours available after probation, subject to your requested hours being available within the team
  • 4 x DIS,
  • AE Pension from day 1, 5% and 5% pension enhancement after 12 months.
  • Private Medical Insurance
To be considered for this position youll just need to have working in a Financial Advisers previously doing most of the tasks listed above. If youve done some of the tasks and youre unsure then apply anyway and we can discuss.

APPLY NOW

IFA Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved