No more applications are being accepted for this job
- Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office.
- Set up client file and ensure any relevant checklist is completed accurately.
- Preparing New Client meeting packs
- Issuing Engagement Letters.
- Upload documentation to back office system
- Produce valuations
- Prepare New Business packs for presentation meeting, including illustrations.
- Servicing existing & new business queries.
- Maintain effective communications with the client.
- Oversee administration and processing to completion.
- Issue policy documents and confirmation letter.
- Make appointments as required.
Financial Services Administrator - Leeds, United Kingdom - Focus Search and Selection
Description
Senior IFA Administrator
£25,000 to £28,000 salary
We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided.
As a Senior IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team.
Core tasks
In return you will be offered a salary of £25,000 to £28,000, generous benefits package and bonus structure.