Ifa Administrator - 12 month ftc
Senior Administrator - Financial Services n- 12 month Fixed term contract Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) Full-Time Monday - Friday, 8:30am - 5:00pmAbout the CompanyWe are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients.Due to continued growth, we are now looking for an experienced Senior Administrator to join our team.The RoleThis is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion.Key responsibilities include:Processing new business applications across a range of financial productsSupporting Advisers and the Administration team with day-to-day tasksMonitoring protection cases from submission to completionLiaising with clients by phone regarding medical questionnaires and case progressChasing providers to obtain updates and progress applicationsKeeping clients informed throughout the processMaintaining accurate and up-to-date recordsAssisting with general administrative duties as requiredAbout YouWe are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment.You will have:A minimum of 3 years'' ..... full job details .....
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