Ifa Administrator - Chichester, United Kingdom - Mulberry Recruitment

Mulberry Recruitment
Mulberry Recruitment
Verified Company
Chichester, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

IFA Administrator

Location :
Chichester

Salary £25,000 - £28,000

Daily Duties


To check new business cases prior to submission ensuring forms are completed correctly and all relevant documents included for pension, investment and life office providers.

Daily self-management and prioritisation of own pipeline cases, incoming work and requirements of advisers, clients and the administration team.


Full client fact find detail to be accurately loaded on to database and data to be kept up to date at all times including addresses, plan status, diary activities, client agreements.


Daily incoming post to be actioned efficiently using the correct naming convention and advisers kept informed of declined business/ increased life assurance premiums, problems arising etc.

Produce accurate portfolio valuations in time for client reviews where appropriate.


Job Types:
Full-time, Permanent


Salary:
£25,000.00-£28,000.00 per year


Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location:
One location
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