IFA support Administrator

Recruiter
Anonymous
Location
Surrey
Salary
22000.00 - 26000.00 GBP Annual + GBP22000 - GBP26000/annum excellent
Posted
19 Apr 2017
Closes
17 May 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
IFA Support Administrator
to GBP26,000 + benefits
West Surrey - Guildford area
Respected IFA group, enjoying long standing relationships with corporate clients and HNW individuals, providing expert advice and really taking care to meet high service standards expectations.
Working closely with a friendly team of administrators to support Financial Advisors in the servicing of existing and new client schemes.
Covering full range of Group Life Schemes, Income Protection, Group Critical Illness, Long Term Sickness, Private Healthcare, as well as Pensions Auto-Enrolment.
You will provide a professional administration service to clients and administer the Group Risk schemes. Assisting with client requests, queries and general client correspondence.
Liaising with a wide panel of product providers.
Process new business, re-brokes, scheme renewals, underwriting and claims.
Supporting the Advisors with pre and post client meeting preparations and reports, including portfolio performance reviews.
Applicants should be able to offer at least 2-3 years current/recent experience within IFA support Schemes Administration.
Certificate in Financial Planning or good progress towards. Progress with Diploma is an advantage.
Strong interpersonal skills.
Strong IT skills, use of IFA software such as 1st software, Wrap platforms etc