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Keyword(s) or Job ID:
Life & Pensions Administrator
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Job details
Title:
Life & Pensions Administrator
Reference:
WEB460748JR
Salary:
c£17,000- £22,000
Location:
Leicester
Description:
Our client is a busy IFA Practice looking for an additional Administrator
within their private clients team. Specific responsibilities include the
provision of a day-to-day administration service to meet consultant and client
requests and requirements in order to retain existing allocated clients,
produce fact-finding documents or supporting documentation to assist the
periodic customer review process, check all documentation for accuracy prior
to issue to the client, take and action instructions relating to a client’s
portfolio and ensure all communications are accurately recorded against client
records. Actively pursuing the CFP exams, you will have a sound understanding
of life, pension and investment administration.
Contact details
Name:
Jenny Reeve
Phone:
0121 616 6096
Email:
j.reeve@ipsgroup.co.uk