- Action changes to clients' policies as instructed from fund switches, withdrawals to income payments.
- Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
- Undertake personal training to maintain and develop knowledge and communicate to rest of team.
- Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
- Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
- Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff
- Monday to Friday
- UK's leading wealth management pension scheme
- Unrivalled career development prospects
- National Training and ability to up skill your existing skill set.
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IFA Admin - Spalding, Lincolnshire, United Kingdom - Paradigm Employment Services
Description
Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.