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SalaryIFA Administrator Vacancy, Stockport, up to £35,000An established and growing IFA in Stockport are seeking a detail-oriented individual who is passionate about supporting financial advisors in delivering top-notch service to clients. As their new IFA Administrator you will play a pivotal role in our client-focused approach to financial planning. You'll be a key support figure, responsible for assisting our Independent Financial Advisors in ensuring seamless client interactions and administrative efficiency.Responsibilities:
- Collect and organise client information for meetings, ensuring accuracy and completeness
- Assist in the preparation of client reports, proposals, and documentation
- Handle administrative tasks such as processing client transactions and maintaining records
- Communicate effectively with clients, providers, and any third parties
- Support advisors in managing their schedules, appointments, and client follow-ups
- Contribute to streamlining administrative processes to enhance overall efficiency
You'll Need:
- Previous experience in a similar role within the financial services industry
- Proficiency in Microsoft Office Suite and familiarity with CRM systems
- Strong written and verbal communication abilities
- Ability to collaborate effectively within a team-oriented environment
- Proactive mindset with a dedication to delivering high-quality service
You'll Receive:
- A starting salary of up to £35,000
- Car Parking paid for
- Death -In- Service
- Bonus scheme
- 23 days Holiday, exclusive of any public holidays
- Full provision of training and support with any professional qualifications you may want to undertake
