Administrator to IFA

  • Posted
  • Proposals 5
  • Remote
  • #24185
  • Archived
Anthony G.Naomi R.Teresa H.Jonathan H.Rami K. have already sent a proposal.
  • 2

Description

Experience Level: Intermediate
I am looking for someone who has administration experience working for an IFA/Insurance Company who is interested in acting as my outsourced administrator. Their principal role will be gathering information from insurance/investment companies on client\'s existing policies/investments, being able to assimilate this information and loading it on to a web accessible data base. Other tasks will include preparing authority letters and quotations for clients. It is difficult to assess the number of hours I will initially require - perhaps 15 hours per month - but this could increase substantially as I gain confidence in the abilities of the chosen candidate to delegate more work and as my business grows. This is a specialist administration role which is why I require someone with IFA/insurance company experience.

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