Financial Services Administrator

EGRecruiting Ltd
Newcastle Upon Tyne
£15,000 - £19,999
28 Apr 2019
28 May 2019
Contract Type
Full Time
Our Client has an immediate requirement for an experienced IFA Administrator, to work on a full-time basis at their office in Newcastle. The individual will be responsible for the processing of new business and all associated administrative tasks.

Responsibilities will include:-

· Liaising with clients and providers by telephone, email or written correspondence
· Checking client applications for accuracy and identification of errors and omissions
· Creating covering letters and forwarding client application details to the appropriate provider
· Sending acknowledgement letters to clients detailing plan details and fees
· Processing condolence letters in accordance with the Death of Client procedure, which includes writing to product providers to obtain valuations
· Inputting application details into Intelligent Office and adding fees charged
· Chasing overdue/outstanding items with 3rd party providers and closing diary entries once complete
· Checking the accuracy of on-line and paper annual statements and contract notes (updating units on Intelligent Office)
· Opening and sorting of incoming mail and processing of outgoing mail
· Dealing with team post
· Any other reasonable ad-hoc duties


Financial Services qualifications would be advantageous however, not essential

Candidate Requirements

Candidate Requirements:-
· Excellent administration skills gained within a Financial Services/IFA environment
· Experience of Intelligent Office advantageous
· Solid IT skills in Microsoft Office
· Ability to develop and maintain good relationships with a range of individuals
· Able to prioritise workloads to ensure all activities are completed quickly, in a compliant fashion and at a high standard
· Enthusiastic and positive attitude

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