Sunday 18 August 2013

Financial Planning Administrator

<img src="http://counter.adcourier.com/YW50b25pYS5taWhheWxvdmEuMTU2NTIuMjY0N0BzZWFyY2guYXBsaXRyYWsuY29t.gif"><br/><p>IFA Administrator</p> <p>Liverpool City Centre</p> <p>£17,000 - £21,000</p> <p>My client, an established national practice of Independent Financial Advisers, are seeking to appoint an experienced Financial Planning Administrator. This is a fantastic opportunity to join an extremely successful business where career progression and self-development are encouraged and supported.</p> <p>Main responsibilities involve:<br />* Obtaining quotes and valuations for IFAs<br />* Processing new business with relation to pensions, investments and protection business<br />* Liaising with clients, providers and third parties<br />* Adhering to compliance procedures and internal processes<br />* Using IT software systems such as O&M, DT, The Exchange</p> <p>Please note the successful candidate must have recent experience working in an IFA practice in a support capacity. Previous use

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