Ifa Administrator (Ref: Xchurch)
Posted On: Friday 22nd May
Phone:
Location: Christchurch
Experience
Needs to have worked within an IFA practice
No one that has worked on mortgages
Pension & Investment experience & knowledge mainly on the pension side
We would consider someone that has worked within a life company but only if they have experience with pensions
Qualifications
FPC 1, 2 & 3
We will encourage anyone to take new exams if they wish and we pay for exams and training material
Administrative Duties shared amongst the administration team include:
Stationery orders
Post opening and processing
Policy processing and chasing
Policy document checking and processing
Maintaining suitable records and file notes
Typing
Pre application research
Sending welcome pack to new clients
Completing application forms
Sending/chasing new business
Post sale contact
Sending policy document
Scanning of all information
Updating New Business Sheet
Pre & post sale compliance checks
Sending out introducer updates
Using a Diary System within Quay
Requesting information on policies from life companies
Working Hours
9am - 5pm Monday to Friday
23 days holiday which includes 3 days at Xmas