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Administrator/Paraplanner

Details
ReferenceVAC-0156
SectorsAdministration, Paraplanner, Sales Support
Salary£18,000 to £25,000 per annum
BenefitsDIS, non cont pension, 21 holidays
LocationsUK, Yorkshire
Contract TypePermanent

Description
National IFA

 

To provode a Sales Support service to the Financial Advisers dealing with mainly corporate business including Group PPP, Executive Pensions, Money Purchase schemes, Group Life and Group PHI. Working in a team of 5 you will be responsible for obtaining new business quotations, issuing of new business packs, regular liaison with product providers and clients, file compliance and servicing the existing clients. There will also be some Paraplanner duties such as standard reason why letters, product research etc.
Applicantts will ideally hold full FPC or be progressing towards and have previous experience of working in an IFA office environment. Knowledge of 1st software advantageous.

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