IFA Technical Administrator

IFA Technical Administrator

Job Title: IFA Technical Administrator
Contract Type: Permanent
Location: Guildford, Surrey
Salary: Negotiable
Start Date: asap
Reference: BBBH5136_1540469388
Contact Name: Financial Services
Contact Email:
Job Published: October 25, 2018 13:09

Job Description

IFA Administrator - Full time Perm £26,000 + Benefits
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
Letter of Authority
Review fact find and advice given
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
Highly numerate
Good organisational skills with the ability to prioritise
A polite and professional telephone manner
Team player
A understanding of tax, pensions and investments

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