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IFA Technical Administrator

Vacancy Title: IFA Technical Administrator
Contract Type: Permanent
Location: Reading, Berkshire
Industry:
Salary: study support, benefits
REF: BBBH5058_1539694941
Contact Name: Dynamite Recruitment
Contact Email: contact@dynamiterecruitment.com
Vacancy Published: about 1 month ago

Vacancy Description

IFA ADMIN - Junior Paraplanner

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 in house systems (inputting new business, updating client investments)

Scanning documentation

Preparation of valuations

Competent use of investment platform for placing trades and managing client cash accounts

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.