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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 Library
- 30 Jan 2012
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