Administrator for Independent Financial Advisers in Norwich

What are you going to do:

Administrator duties include:

• Compile client packs containing, but not limited to client agreement, fact find, risk questionnaire and profile for the adviser to use at client meetings.
• To post client documentation to the client or product providers as appropriate.
• To issue signed letters of authority to providers and obtain standard policy information.
• Deal with and respond to written, telephone and electronic general enquiries.
• Maintaining relationships and contacts with providers to ensure a professional service.
• Obtain research when requested.
• Record keeping of incoming leads.
• Marketing

Administrator Requirements:

• Computer literate in Microsoft Office and other applications.
• Excellent communication skills both written and verbal.
• Organised and highly motivated.
• Good attention to detail.
• Advanced IT skills.
• Willing to learn.
• Ability to work as part of a team.
• Paraplanning experience desirable.
• Some knowledge of Google Analytics, SEO and Google PPC campaigns desirable but not essential.

In return for your appreciated work as our Administrator, you’ll be offered a £Competitive Salary, flexible hours and a range of benefits.

What we offer:

• Competitive salary
• Flexible hours
• Career progression
• Training

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Extra information

Status

Closed

Education Level

Secondary School

Location

Norwich

Working hours per week

15 - 30

Type of Contract

Casual / Part Time Jobs, Internships

Responsible for

Administrative support for the IFAs, para planning assistance and marketing.

Profession type

Admin / Secretarial

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English