IFA SALES ADMINISTRATOR

We would like to hear from enthusiastic, target driven individuals with excellent communication skills looking to start a career in financial services?

The main focus of the IFA Sales Administrator role is to build a good, overall knowledge of all areas of financial planning and assist the Paraplanning and Advice teams in their research.

When working at Bradbury Hamilton you will:

 

  • Process client applications for products, send them to the relevant product providers, and record the information on the company database (Intelliflo).

  • Correspond with product providers and clients, including obtaining policy illustrations, sending out policy documents and other general product information.

  • Produce policy schedules, incorporating all product types using provider websites and calling the providers for policy information.

  • Answer incoming telephone calls to the office in a polite and professional manner.

 

Skills required for the role:

  • Effective communication skills, both written and verbal.

  • The ability to priorities and organise workload.

  • A professional, proactive and positive attitude.

  • The ability to work independently and/or as part of a team.

  • Have experience of using word, excel, outlook & Back office systems.

 

The successful person will be self-motivated, organised and willing to learn.

 

We assist with the initial training however the real learning occurs when performing the tasks using initiative.  

The salary on offer with this role starts at £17,000 up to £22,000 depending on experience.

If you are interested please email your CV to
recruitment@bradburyhamilton.co.uk

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A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567