Junior Administrator

Are you looking to get into FINANCIAL SERVICES?Excellent opportunity for a junior administrator to join a well established company in Taunton.Main duties will include:Setting up all client records on Intelligent officeExtracting information from personal financial planning questionnaires , entering all data correctly onto IO the company database and ensuring its is linked to the correct source for reporting purposesAssigning a client code to each record.Processing letters of authority:Identify which product information needs to be requested from providersPrepare letters of authority and issue to relevant providersFile all relevant documents in the electronic filing systemCreate paper files where necessaryInput specific plan information onto IO and establish a task history Communicate with providers to ensure receipt of all information requestedRecord all communication in the associated client product task to provide a status updateLiaise with the financial advisers via email or telephone with regards to the progress and completion of the processUltimately work towards expanding product knowledge base to be able to check the information receivedPostOpening the daily post and distributing to correct administratorsIFA PacksTo print and prepare client facing documentation and ensure a constant supply is availableContact listTo maintain the central providers contact list with accurate dataCP4 Cordant is acting as an Employment Agency in relation to this vacancy.