Job Description

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.

Key Responsibilities:-

  • New business processing

  • Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly

  • Involvement in pension transfer work and drawdown related matters

  • Deal with adviser queries

  • Data input onto client database

  • Group scheme research, quotations, renewal letters

  • Prepare regular client valuations

  • Complete LOA policy questionnaires, particularly for pension related matters

  • General office duties as support when required

  • Adhere to company procedures

  • Ensure all work conducted within a timely, compliant manner and to the firms standards

    • Systems:-

  • Competent with:- Outlook, Word, Excel to intermediate level

    • ...

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