Ifa Administrator - Plymouth, United Kingdom - Condy Mathias - Chartered Financial Planners

Description

Experience is not necessary as full training and support will be provided.


Responsibilities:

• Maintenance of client records on the backoffice system (currently Intelligent Office)
• Maintenance of client records on our document storage system
• Preparation of client review packs
• Liaising with both clients and third parties
• Ordering quotes and requesting policy details
• Submitting and processing surrender requests, death claims etc
• General administrative support including scanning, photocopying, letter writing and other applicable duties

Knowledge, Skills, Experience

• Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations
• Analytical in solving tasks with a keen attention for detail
• Possess excellent organisational and time management skills with an ability to prioritise and work under pressure
• Deliver effective and positive communication
• Demonstrate competent use of IT including Microsoft Word, Excel & Outlook
• Demonstrate a professional attitude & behaviour
• Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
• Demonstrate a positive and proactive approach to work with a desire to help and support the team
• Calm and considered outlook in approach to problem solving
• Demonstrate an ability to multitask

This position is office based, working Monday to Thursday 8.00 am to 4.00 pm and Fridays 8.00am to 1.00pm.


Salary:
£21,000.00-£24,000.00 per year


Benefits:

• Company pension
• Free parking
• Private medical insurance

Schedule:

• Monday to Friday

Work Location:
In person

Application deadline: 08/05/2024