Financial services/ifa administrator Work, Jobs in Dunkeswell, Dev (with Salaries)

Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
IFA & Mortgage Administrator
Blackdown Financial —Taunton
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Employee assistance programme
Quick apply
2d

Other jobs to consider

Find your next job by exploring related positions.

Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
General administration duties including answering the telephone, liaising with clients, dealing with the incoming and outgoing post, scanning documents, etc.
£25,000 - £32,000 a year
Quick apply
Financial Adviser/Financial Planner
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
Offer financial recommendations - Utilise your knowledge of financial markets, investment products and asset allocation strategies to provide, with the help of…
£50,000 - £70,000 a year
Quick apply

I want to receive the latest job alerts for financial services/ifa administrator in dunkeswell, dev

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial services/ifa administrator jobs near dunkeswell, dev

Administrator jobs in Taunton

Financial Administrator jobs in Gillingham

It Administrator jobs in London

Financial Administrator jobs in Guernsey

Financial Administrator jobs in Burgess Hill

Administrator jobs in Orpington

Financial Administrator jobs in Ipswich

Administrator jobs in Portsmouth

Administrator jobs in Canary Wharf

Part Time Administrator jobs in Leeds

Medical Administrator jobs in London

Administrator jobs in Sheffield

Administrator jobs in Ipswich

Administrator jobs in Medway

Data Administrator jobs in Manchester

Financial Services/IFA Administrator

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£25,000 - £32,000 a year

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Employee assistance programme
Employee discount
Life insurance
On-site parking

Qualifications

Filing

Full job description

About us - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident and in control of their finances.

Due to the continuing expansion of our business, we are looking for a Financial Services/IFA Administrator to join our team based in Ottery St Mary.

If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that gives you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working.

In additional to these great employee benefits, we also are super committed to your learning and your continuous professional development. We want you to grow your career with us and to succeed.

Your role with us will include:-

1. General administration duties including answering the telephone, liaising with clients, dealing with the incoming and outgoing post, scanning documents, etc.

2. Processing new business - Entering business onto our systems, provider portals and following through to completion.

3. Completing application forms, processing letters of authority, requesting policy information and chasing providers for the information.

4. Admin support including typing up correspondence, letters and reports.

5. Maintaining customer files, ensuring that they are up to date and complete in accordance with procedures.

6. Ensuring all compliance procedures are adhered to on a day-to-day basis.

7. To ensure that office facilities are maintained daily - i.e. The office coffee machine.

8. Other duties may be expected of you as the business evolves and as you evolve within the business.

You will have a comprehensive induction from day one with full training on all our systems and processes. We have invested in our systems to make the processes as seamless as possible to ensure client satisfaction. The personal touch for each and every one of our clients is really important to us.

Please send a covering letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £25,000.00-£32,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Store discount

Ability to commute/relocate:

Ottery Saint Mary, Devon: reliably commute or plan to relocate before starting work (required)

Application question(s):

Please send a covering letter with your application.

Experience:

IFA administration: 2 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial services/ifa administrator jobs in dunkeswell, dev

Financial Services/IFA Administrator

IFA & Mortgage Administrator

Other jobs to consider

I want to receive the latest job alerts for financial services/ifa administrator in dunkeswell, dev

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected