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IFA Administrator - Corporate Benefits

Company

The Progress Shed

Location

Nailsea and Backwell, SOM

Posted

November 26, 2022

Position Overview

The Role Our client is seeking an experienced Financial Services Administrator with a high level of Corporate Benefits Administration experience. You will be working in collaboration with colleagues in the Corporate Benefits team, you will maintain and manage client records, process new business, renewals and alterations, and deal with email, telephone and written enquiries from schemes and scheme providers, you will also prepare valuations and other letters and issue all correspondence in line with company policy. The role will involve promoting our clients services in a professional and FCA compliant manner The Business Our client is an independent firm with offices in both the Southwest and London they provide a top-class service to both individuals and companies on all aspects of financial planning.

Our clients business has been built on their quality, unbiased and professional guidance. You will be helping deliver this service to their customers and helping them to achieve...

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