Ifa Administrator - Farnborough, United Kingdom - Cranleigh Personnel
Description
IFA Administrator - New Business Servicing TeamBased Farnborough
Salary:
£26,000 - £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
- Processing of all new business investments (ISA's, Bonds, Investment Accounts), pensions, protection for individual clients and business.
- Book annual review meetings
- Raise new business invoices
- Managing pipeline seeing the case through to completion
- New Business queries from Advisers, clients & provider.
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Benefits:
- Life assurance
Pension 6% Employer Income protection
Critical illness Private medical insurance
Family cover options Childcare vouchers
Car Allowance Buy/sell holiday
Cycle to work Eye care vouchers - 1 day annual allowance for Charity work
Head office provisions of fruit & drink for staff in relaxing environment
Salary:
£26,000.00-£32,000.00 per year
Schedule:
- Monday to Friday
Experience:
- IFA Administration: 1 year (required)
Work Location:
One location
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