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IFA Adminstrator |
|---|
Administration - Sales Administrator |
in London West End |
| Central London based financial services organisation require an Administrator to support the Independent financial advisor
Duties include; * Life Offices correspondence/queries - annual statements, triannual reviews, maximum funding questionnaires, outstanding info for new cases, chase cancelled direct debit mandates and policies. * Clients correspondence/queries - Premium holidays, cancellation of policies, reduction/increase in policy premiums, technical information, policy information. * General Administration * Filing To apply for this role you should have previous experience within either Insurance, Investments, financial planning Pension & loans sector. This role is starting ASAP Please apply with a covering letter stating your suitability to this role. |
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