Ifa Administrator - Coventry, United Kingdom - mbf.

mbf.

Verified Company

Coventry, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator - Meriden, Coventry - Salary to £30,000 plus benefits

MB Fitzgerald Recruitment are currently working with a firm of Independent Financial Advisers and Employee Benefits Consultants in Coventry to recruit an experienced IFA Administrator.

An opportunity has now arisen for an experienced individual with 2+ years experience within Financial Services to join their business.

The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.

Tasks will include:

To fully support the Life & Pensions department, Checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodicreview packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers, producing reports, Maintaining the client back office system, inputting new client and new policy information.

An excellent opportunity to join a forward thinking organisation where progression is available.