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» Job Vacancy

Pensions & Investment Researcher


Hours:
Salary: £25000 - £35000/annum
Category: Accounting/Financial/Insurance,
Location: Hailsham, East Sussex, United Kingdom

May 23rd
days old


views


applied




Description
My client a well-established IFA company are currently seeking an Investment & Pensions Administrator/Researcher to join their team in Hailsham East Sussex.

Suitable candidate would be Cii qualified or studying.

£25k -£35k depending on experience.

Job description:

Producing research and placement for mortgages using mortgage research systems such as Trigold.

Research and placement of Pensions, Investments and Savings business using the Synaptics system.

Research of pension switches using O and M Pension Profiler

Competent in producing mortgage, pension, investment, protection and savings quotes relevant to the recommendation made.

Competent in product research and placement for non mortgage related business such as general insurance using Ceta and Assurant.

Able to produce Suitability Reports based on the Directors recommendations.

Competently able to submit business and data onto in-house systems and ensuring that the information is correct and up to date.

Monitor and chase all business by contacting the relevant providers.

Able to maintain client filesAble to check mortgage offers and acceptances terms against quotes and feedback any errors.

Able to keep clients informed of their situation, by telephone, letter and or email.

Chase return of applications, signed Suitability Reports and Terms of Business.

To keep all Mortgage, Pensions, Protection, Savings, Investments and General Insurance literature up to date.

Keep your knowledge of Mortgages, Pensions, Protection, Savings, Investments and General Insurance up to date.

Generation of administration and introducer reports

9am-5pm Monday to Thursday, early start & early finish on a Friday

Free onsite parking

Options Resourcing is acting as an employment agency in relation to this vacancy.

Due to the volume of applications we receive, we can only contact those who best suit the needs of our clients
Company
Company: CV Library Ltd

Further Information
Reference: 207939721/cia386588
Posted: 23 May 2018, 15:09
Visa Required: Applicants must be eligible to work in the specified location








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