Senior IFA Administrator

• Competitive Salary
• Immediate Start

About Our Client

This position is with a reputable ambitious and growing organisation within the financial services sector. The company is committed to delivering quality service and maintaining high standards of professionalism in all areas of operation.

Job Description

Summary

• Quickly and effectively deal with queries from clients through clear and thorough communication.
• Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).
• Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.
• Obtain policy information, quotes, illustrations, and product details.
• New client on-boarding from initial contact until funds are invested.
• Process and submit new business to providers and ensure applications are completed ...