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IFA Support Administrator

Location
Liverpool, Merseyside
Salary
£25,000
Job Type
Permanent
Posted
6 Sep 2022

If you would be interested in working for one of the best firms in Liverpool.. look no further.

Job Role

  • Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
  • Research - carrying out in depth analysis of many different types of financial contracts.
  • Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
  • Updating system - keeping back office system up to date with client info and provider contacts.
  • Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
  • Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
  • Reviews - producing detailed review reports and portfolio valuations for client review meetings.

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Details

  • Job Reference: 705554690-2
  • Date Posted: 6 September 2022
  • Recruiter: DMD Recruitment LTD
    DMD Recruitment LTD
  • Location: Liverpool, Merseyside
  • Salary: £25,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent