IFA Administrator / Financial Services Administrator job in UK at North Oak Recruitment Ltd

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IFA Administrator / Financial Services Administrator

Company: North Oak Recruitment Ltd

Location: Nottinghamshire, East Midlands

Date Posted: Jan 30, 2012

Typically, the role will involve: • Processing new business and new schemes • Liaising directly with clients, either by telephone or in writing • Preparing pension and investment portfolio valuations • Administering a portfolio of pension schemes (starters/leavers/payments and reviews) • Dealing with requests and enquiries from Consultants • Dealing with fees and commissions Skills, Experience and Qualifications required: • Have an understanding of processing new business for pensions and investments business • Have an understanding of employee benefits and group risk administration • Be familiar with 1st Advisor Office • Have a minimum of Maths and English at GCSE Grade C or above • Have passed or be studying for a relevant financial planning qualification • Have a working knowledge of the Microsoft Office suite of IT applications If this role is of interest and you have the required skills, experience and qualifications, then please APPLY NOW below or contact Angela Liscombe for a confidential discussion...View full job description
From CV Library30 Jan 2012
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