Financial Planning Administrator / Assistant

Exeter

Highly motivated individual required to provide full administrative support to our Financial Services Team.  Previous administration experience in an IFA firm is preferable with a willingness and ability to learn quickly. A confident, professional & friendly disposition is essential with the ability to work well as part of a team and the aptitude to use initiative where appropriate.

The role will include: –

  • Responding to client/provider enquires and requests
  • Obtaining valuations and policy information from product providers
  • Preparing and processing review paperwork and documents for client meetings
  • Online submission of new business to providers
  • Maintaining clients and policy records on office system
  • Obtaining valuation details from providers
  • Preparing and printing illustrations, key features documentation and other documentation as required
  • Checking forms, entering and maintaining data on our systems
  • Chasing pending applications

Applications with CV to: – Sarah Judd HR Manager –