IFA Sales Support Administrator / Paraplanner

Recruiter
Anonymous
Location
Sheffield
Salary
22000.00 - 26000.00 GBP Annual + GBP22000 - GBP26000/annum dependent on experience
Posted
15 Jun 2017
Closes
13 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Direct Appointments is working with a financial services company based in Sheffield, South Yorkshire and who are seeking to recruit experienced IFA Sales Support Administrator / Paraplanner.

You will be required to provide and efficient sales support and Administration to IFA consultants and advisers

As an IFA Sales Support Administrator / Paraplanner you will be :
• Processing all new business compliantly and according to strict Financial services procedures;
• Preparing Suitability Reports
• Ensuring client files contain necessary information
• Obtaining valuations on client's portfolios
• Letters of authority - dealing with providers to collate client information
• Generating a range of letters and dealing with queries from clients, and referring them where appropriate
• Ensure all data input onto the back office system is accurate and complete
• Offering support and assistance to other members of the Consultant Support team
• Chasing providers for policy documents and commission payments
• Overseeing general office management duties

Skills/Requirements for the IFA Sales Support Administrator / Paraplanner role:
• Excellent communication skills verbal and in writing
• Computer IT literate
• Knowledge of Financial Services Industry - essential

Please submit your cv with your current and salary expectations to be considered

Direct Appointments Limited provides permanent, fixed term and interim recruitment services to a wide range of clients in a number of sectors. We source exceptional talent and deliver a robust, value added approach to every campaign we undertake; connecting the right high performance people to the right career option.

Each assignment is dealt with by a dedicated recruitment director who knows our client sectors extremely well and who will consistently deliver a shortlist, incorporating exceptional people from a diverse and multicultural talent pool from across the UK. Log on to (url removed) for more information