IFA Administrator


  • Company:
    CV-Library
  • Location:
  • Salary:
    negotiable / Month
  • Job type:
    Full-Time
  • Posted:
    3 weeks ago
  • Category:
    Accounting/Financial/Insurance

Job Title:

IFA Administrator

Job Purpose:

* To provide administrative support to Paraplanners & Financial Advisers within KDW

Main Activities:

* To assist in producing accurate compliant client reports for Financial Advisers

* To collect relevant data in order to complete the reports

* Produce quotations on financial products for comparison

* Processing of investment, pension and protection business

* Collate and upload all relevant correspondence to our True Potential back office system to submit cases for compliance checking

* Type letters and draft routine correspondence

* Maintain all necessary systems

Skills/competencies:

* Familiar with Word and Excel

* Report writing skills

* Good team worker

* Good written and verbal communication skills

* Highly organised

* Able to exercise initiative

Qualifications:

Essential – Educated to GCE 'A’ Level, GCSE English, GCSE Maths

Experience –

Three years office experience including at least two years in a similar role/working environment