Product Features
Blog
Contact Us
Sign In
MB Fitzgerald
,
Bagshot, Surrey
Wealth Planning Administrator
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £25,000 per annum |
Overview
We are currently working with a reputable Financial Adviser's based in Bagshot to recruit an IFA Support Administrator to support a team of high performing Financial Planners. Due to increasing business levels an opportunity has now arisen for an experienced individual with 2 years experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis. Tasks will include: To fully support the Life & Pensions department, Checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers, producing reports through Avelo, Maintaining Avelo, inputting new client and new policy information. An excellent opportunity to join a forward thinking organisation where progression is available.