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Corporate IFA Administrator, Kingston
- UK - Kingston
- £20k to £25k + c. £2k bonus
- Full-Time Permanent
- Financial Services - Accounting
- ARC Recruitment
- 04-09-08
Job Description
This well known and respected IFA firm, one of the UK's most expansive in recent years, is now looking to add to its support team by employing someone who has experience in IFA support and corporate products such as GPP's, Group Life and Group PHI etc.
You will be part of a team of 8 who focus on the corporate side of the business, with a further 8-9 working on the individual client bank.
It will be your responsibility to carry out and deliver all aspects of administrative support to the corporate sales office and this will entail the following main points:
* Provide ongoing administration service in line with the full corporate produce range. This will include processing new entrants, leavers, retirements, renewals, death claims and changes in circumstances.
* Co-ordinate the re-broke on Group Risk Products, liaising with Product Providers to achieve competitive rates.
* Assist with the management of new business pipeline.
* Support the Consultant in preparing data analysis and other associated work.
Our client also requires you to be IT literate and have at least passed FPC1 or equivalent. This company has several offices around the UK and can offer very real long term opportunities, be it progressing into paraplanning or indeed sales.
You will be part of a team of 8 who focus on the corporate side of the business, with a further 8-9 working on the individual client bank.
It will be your responsibility to carry out and deliver all aspects of administrative support to the corporate sales office and this will entail the following main points:
* Provide ongoing administration service in line with the full corporate produce range. This will include processing new entrants, leavers, retirements, renewals, death claims and changes in circumstances.
* Co-ordinate the re-broke on Group Risk Products, liaising with Product Providers to achieve competitive rates.
* Assist with the management of new business pipeline.
* Support the Consultant in preparing data analysis and other associated work.
Our client also requires you to be IT literate and have at least passed FPC1 or equivalent. This company has several offices around the UK and can offer very real long term opportunities, be it progressing into paraplanning or indeed sales.
- Darren Snell
- ARC/FIN713
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