***** Corporate IFA firm based in Berkshire - 2 X Financial Planning administrators required URGENTLY **
This role is working a highly recognised IFA firm that has the highest status that you can achieve. And have 5*** reviews and nothing less!!
We are working with this firm on these 2 exciting opportunities and the duties are below.
Opening and sorting daily post on a rota
Sending daily post on a rota
Answering the telephone and directing calls, taking and passing on messages
Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office
Developing and building relationships with clients
Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily
Maintenance of client records using Avelo (inputting new business, updating client investments)
Preparation of valuations
Competent use of investment platform for placing trades and managing client cash accounts
Computer literate, preferably with experience of Avelo, Excel spreadsheets, platform experience
Good organisational skills with the ability to prioritise
A polite and professional telephone manner
CII qualifications reflecting a core understanding of tax, pensions and investments.
If you are keen to be considered for this role then please do apply, if this role is not suitable we have a huge amount of superb opportunities for all levels within the financial sector.
Please apply on line at the Dynamite Recruitment website or call Chloe on 02392 455422 or email me direct
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.