Ifa Administrator - Farnborough, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Farnborough, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator - New Business Servicing Team

Based 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.

The Company

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.

Based in modern, purpose built offices with parking available

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