We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.
Key Responsibilities:-
1. New business processing
2. Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly
3. Involvement in pension transfer work and drawdown related matters
4. Deal with adviser queries
5. Data input onto client database
6. Group scheme research, quotations, renewal letters
7. Prepare regular client valuations
8. Complete LOA policy questionnaires, particularly for pension related matters
9. General office duties as support when required
10. Adhere to company procedures
11. Ensure all work conducted within a timely, compliant manner and to the firms standards
Systems:-
12. Competent with:- Outlook, Word, Excel to intermediate level
13. Ideally competent with Intelligent Office (back office system) or similar
14. Working knowledge of platforms ideally:- Quilter, Aviva, Ascentric and Aegon ARC
15. Working knowledge of IRESS desirable but not essential
Personal Specification:-
16. 2+years industry experience
17. Confident, lateral thinker
18. Ability to communicate at all levels, organised, effective time management, ability to prioritise workload, apply a logical approach to requests, be adaptable and flexible in their approach
19. Industry qualifications preferred but not essential