Address
Form of work
SalaryJob Title: IFA Administrator
Location: Stockport
Salary: £24,000-£28,000 DOE
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Are you passionate about financial services and eager to contribute to a dynamic team? We’re seeking an experienced IFA Administrator to join our ranks.
As part of one of the UK’s leading independent financial advisory and wealth management firms, you’ll play a crucial role in supporting our clients and financial advisors.
If you thrive in a fast-paced environment, have a keen eye for detail, and enjoy collaborating with colleagues, this opportunity is perfect for you. Join us and be part of shaping financial success for our clients!
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Main Duties
• Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
• Have an understanding of 3rd party providers platforms and processing times
• Investigate and handle any client, consultant, and provider queries
• Manage post relating to new business cases
• Understand our internal compliance procedures and the requirements of 3rd party providers
• Maintaining client records on back-office system
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Experience & Skills
• Excellent interpersonal and communication skills
• Minimum 1 year’s experience working in an IFA Practice
• Understanding of Pension and Investment products
• Efficiency, accuracy & attention to detail
• Self-motivated and willing to take the initiative
• Strong organisational skills with the ability to adapt and successfully multitask
• IO experience desirable
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Benefits
• 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
• Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home
• Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am – 4pm
• 37.5 hours per week
• Company Pension Scheme
• Access to Benefit Hub which includes discounts to products, tickets etc
• Group Life Scheme
Apply now, and we will be in touch!
