Senior Administrator
- Recruiter
- LMA Recruitment
- Location
- England, London
- Salary
- £30000 - £40000 per annum + benefits
- Posted
- 21 Mar 2017
- Closes
- 18 Apr 2017
- Ref
- JH210317A
- Contact
- Jenny Hamilton
- Job Title
- Administrator
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
A leading IFA requires an experienced Senior Administrator with strong, current knowledge of Stocks & Shares ISA, Unit Trusts, Investment Bonds, Pensions, Life Assurance, Permanent Health Insurance and Critical Illness Protection.
Key Responsibilities
- Meeting preparation - drafting agendas / collating reports / Excel sheets
- Meeting Summary letters
- Client liaison via telephone / email / post
- Liaising with third party providers for information on client's existing plans
- Submitting client applications and preparing suitability letters
- Arranging encashment and fund switches, as required
- Monitoring client servicing and administration processes to ensure effective delivery of work
- Reviewing Protection Indexations and actioning when applicable.
Skills and Experience
- Solid experience working for an IFA is essential, preferably with strong, current knowledge of Stocks & Shares ISA, Unit Trusts, Investment Bonds, Pensions, Life Assurance, Permanent Health Insurance and Critical Illness Protection.
- The ability to communicate in a professional and knowledgeable manner, both written and oral.
- A high level of attention to detail is required as well as established IT skills.
- The aptitude to manage conflicting demands in a calm, friendly and non-judgmental manner.
- Ability to work autonomously and within a close knit team
- Open to change/new ideas
- Ability to maintain high levels of attention to detail in a fast-paced office
- Ability to maintain a positive 'can do' attitude
If you possess the relevant skills and experience, please submit your CV today
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