Holistic IFA Administrator

Reed Insurance
Leamington Spa
£20,000 per annum
07 Aug 2017
31 Aug 2017
Contract Type
Full Time
My client is a progressive UK-wide independent financial advisory business. They navigate their clients through often complex markets that change frequently, by taking the time to understand their unique situation and advise from a completely independent standpoint. In the corporate market, they specialise in all aspects of employee benefits, workplace pensions and business protection assurance. They are seeking a Holistic IFA Administrator to join their friendly and vibrant team in Leamington

Main duties:

• Liaise with employers to obtain employee data
• Prepare and submit data to Group Scheme providers
• Gather all new business and renewal documents
• Check validity of all documents
• Scan and upload to select client files all documents relating to new business and renewals
• Add new business schemes/plans to Intelligent Office
• Deal with all incoming documentation for their select team of advisors
• Amend client/scheme/plan details on Intelligent Office
• Business chase all outstanding new business applications and renewals for their select group of advisors
• Obtain business protection illustrations from providers or via comparison portals
• Submit on-line business protection applications to providers
• Letter writing to clients, providers and advisors

Experience needed:

• Experience of Intelligent Office (desirable, not essential)
• Experience of Protection Comparison Quotation Systems – e.g. IRESS, Assureweb, LifeQuote
• Experience of accessing Provider Extranet sites for Group Risk/Group Pension Schemes
• IT literate, including all Microsoft Packages
• Confidence to deal effectively with clients, colleagues and product providers
• Ability to efficiently manage priorities and workloads
• Ability to stick to strict deadlines
• Self motivated
• Customer focused

Reed Specialist Recruitment Limited is an employment agency and employment business