LIFETIME FINANCIAL SOLUTIONS Salary
61 WINDSOR PARK GARDENS SPROWSTON NORWICH NR6 7PR
TIN: 04925771
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Earnings on positions in LIFETIME FINANCIAL SOLUTIONS
LIFETIME FINANCIAL SOLUTIONS is looking for employees for positions:
senior administrator
Working hours
- full-time
Requirements
- sound technical knowledge covering pensions, investments, protection. Mortgage and equity release knowledge would be bonus
- demonstrable experience of delivering client service at the highest level
- sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- relevant industry qualifications will be an advantage but are not essential
- 5+ years experience in an IFA administration role
Responsibility
- organise and diarise meetings on behalf of the advisers
- liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- ensure all client information is accurately maintained on Intelligent Office and other systems where appropriate
- ensure client agreements, service propositions etc, are in place and are signed, documented and saved to iO