We are currently handling an exceptional opportunity for an EXPERIENCED Financial Planning Administrator on behalf of an established client in the area that operates a Chartered IFA practice, advising both individual and corporate clients.

Applicants must be IT proficient, highly numerate and have recent experience working within an IFA Administrator role, in order to meet the challenges of the position!

We are searching for someone personable, articulate and professional, with the ability to cope in a busy/professional office environment who can offer outstanding organisational skills.

The role will include a combination of:
Online processing of new business applications for retail clients in a timely and compliant manner for all types of Pensions, Investments & Protection 
Group scheme administration – pensions, death in service and private medical insurance
Liaising with a spectrum of product providers
Ongoing maintenance and servicing of 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
Occasional meeting & greeting of clients/visitors to the office

Hours of work:
Monday to Friday
37.5 hours per week (8.30am – 5.00pm with an hour for lunch)

Package:
Our client is offering an attractive basic salary, largely dependent on level of experience
Exceptional working conditions
Attractive pension scheme with 5% employer contribution
Medical cash plan
Death in service cover

If you are considering a job change and would like to be part of an extremely professional set up where quality and integrity are at the heart of its approach, then please email your CV in complete confidence to Heather@rsfl.co.uk.