Ifa Administrator - Wimborne, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Wimborne, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administration

Wimborne

Up to £30,000 DPE
To serve as a confidential administrator for a firm of Chartered Financial Planners.

Working with the Administration team under the supervision of the Team Manager, you will help us to provide efficient administrative support to our clients, paraplanners,and advisers.

Main Duties

Open, sort and scan incoming & prepare outgoing post
Answering the telephone, assisting with client or provider queries
Data entry and ensuring all information or compliance documents required to complete recommendations has been received
New business processing and performing fund switches
Obtaining Illustrations and other literature from providers on products available.
Preparing client valuations
Preparing and issuing letters of Authority
Chasing providers for information
Knowledge, skills and abilities:

About you:

Experience of Word and Excel
Confident telephone manner with clients and companies
Excellent oral and written communication skills
Able to manage own workload and tasks daily
Methodical worker, with a good attention to detail
Understands the need for case ownership
Good level of academic qualifications required
It would be advantageous if you have worked with IRESS (Xplan) and on platforms such as AJ Bell, Transact and Aegon

In return:

Pension contributions
Working from home 2 days per week, with 3 days in the office, after completion of initial training
Holidays 22 days per annum plus Bank Holidays, 3 extra days available through long service awards and 3 days currently given in addition for annual Xmas closure
Free parking
Support for further industry qualifications

For more information, please contact Donna at REED