- Offering an efficient service for processing new business for sales consultants, handling trades and fund switches, coordinating with product providers, and ensuring proper setup of new business
- Issuing original policy documents to clients when necessary and ensuring that copy documents/contract notes are provided within the agreed turnaround time, while verifying their accuracy and alignment with the client's requirements
- Offer post-meeting administrative support to consultants, ensuring all tasks are completed within the agreed timeframes
- Providing administrative support for valuations, transfer of servicing, and client reviews to enable sales consultants to conduct efficient client meetings
Back to searchIFA Administrator
INTEGRO PARTNERS LTD
Posted 18 hours ago, valid for 3 days
Altrincham, Cheshire WA14 2HX, England
Full Time
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Sonic Summary
- An IFA Administrator position is available in South Manchester with a salary range of £23,000 - £28,000 depending on experience.
- The role is with an award-winning firm of Chartered Financial Planners that is experiencing significant growth and expansion.
- Candidates should have a strong focus on client interests and a desire for continuous development of technical skills and knowledge.
- Responsibilities include processing new business, handling trades, coordinating with product providers, and providing administrative support for client meetings.
- The ideal candidate should have relevant experience in a similar role, though specific years of experience were not mentioned.
