Junior IFA Administrator

  • Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:


  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Startdate:

    13/09/2019 14:49:51

Junior Administrator based in Gloucestershire with a Wealth Management company, competitive salary with good benefits

Your role will include

Letter of Authority to be sent to providers by email, fax or post to obtain information relating to clients' plans
New client pack to be prepared for all new appointments.
To obtain relevant medical notes and follow up invoices and payments
To liaise with providers to ensure payment
Maintain diary and spreadsheet systems
Upload documents to database system
Chase any outstanding requirements

Benefits include

25 days holiday
Study support

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