LIFETIME FINANCIAL SOLUTIONS Salary

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61 WINDSOR PARK GARDENS SPROWSTON NORWICH NR6 7PR
TIN: 04925771
  Finance and Insurance
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Reviews LIFETIME FINANCIAL SOLUTIONS Norwich
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LIFETIME FINANCIAL SOLUTIONS is looking for employees for positions:

senior administrator

  • senior administrator

Working hours

  • full-time

Salary

  • salary

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