Financial Services/IFA Administrator

Medical & General Independent Financial Advisers Ltd • Full-time • Ottery Saint Mary, England, United Kingdom • £23.50k - £28k / year • 1d ago

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 super important to us.

Please send a covering letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £23,500.00-£28,000.00 per year

Benefits: