IRC is has been engaged by our client, an established Financial Services practice in Liverpool to recruit a full time experienced IFA Administrator to join their busy team.
This is an excellent opportunity for an experienced IFA Administrator to join a well know practice who will support your career development.
Experience in IRESS and XPLAN will be an advantage.
Key element of the role will be:
- TOA – transfer of Agency processing
- Produce illustrations
- Obtain valuations
- Client review tasks
- Fund switch processing
- New business processing – internal & provider processes
- Policy issue processing
- Database updates – adding plans & tasks
- Admin support to Directors
- Processing incoming and outgoing post
- Answering incoming calls
- Welcome clients & offering refreshments
- Fees & commission reconciliations
Attractive salary & benefits