Financial Services Administrator
Client of Becomas,
منذ 1 يوم
source : Wisdom Jobs

Group scheme administration pensions death in service and private medical insurance Liaising with a spectrum of product providers Ongoing maintenance and servicing of our existing client base will be an important part of the role Preparing client files for Adviser meetings Producing illustrations comparison quotations including the collating of literature and pre-

population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Issuing policy documents to clients Creating new client files and maintaining existing Completion of ad hoc administration and requests on behalf of the Directors Diary management-

scheduling rescheduling appointments Job Requirements Recent experience working as an IFA administrator is essential for this position Articulate professional and smartly dressed Ability to work individually and also as part of a team Candidates should possess a strong work ethic and have good communication skills both spoken and written Excellent numeracy and accuracy skills with strong attention to detail are essential The ability to cope well within a busy office environment with strong organizational skills will stand them in good stead Must be able to demonstrate competency in using IT systems Microsoft ExcelProfile Summary : KeySkills : Profile Summary : KeySkills : Company Profile : Client of Becomas View Contact Details Contact Name Designation

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