• beckyraithby

IFA Administrator - Lincoln, Lincolnshire - £22,000 - £28,000 per annum

This well established growing IFA is looking for an experienced Financial Services technical support administrator to bolster their existing IFA technical team.


Due to a period of sustained growth over the past 5 years we are looking for an administrator to handle all aspects of sales support for the Financial Advisers.


Responsible for handling client enquiries regarding policy changes, processing life pensions and investment business and dealing with all aspects associated with new policy administration.


It is essential that successful applicants will have previous experience of working within a Financial Services environment and have good technical knowledge of the industry.


Opportunities also exist for individuals who are interested to move in towards paraplanning long term.


Responsibilities:


Dealing with client queries via email and telephone

Processing of new business and documentation

Inputting data on internal systems ensuring the information is accurate and up to date

General administration ensuring work flows effectively

Preparing for adviser & client appointments including obtaining quotations and illustrations

Speaking to product providers/platforms and chasing up

Producing client valuations

Sending out client pack information


Apply today to Deborah Hulance : deborah@clarkjames.co.uk


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Liability and Disclaimer


The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.


Please Note


All applications received will be dealt with in the strictest confidence.


Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

01673 847140

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