- 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 a day ago, valid for 17 days
Altrincham, Cheshire WA14 2HX, England
Full Time
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Sonic Summary
- The IFA Administrator position is based in South Manchester and offers a salary range of £23,000 - £28,000 depending on experience.
- This role is with an award-winning firm of Chartered Financial Planners that is currently experiencing significant growth and expansion.
- Candidates should have relevant experience in providing administrative support within a financial services environment.
- Key responsibilities include processing new business, coordinating with product providers, and providing post-meeting administrative support to consultants.
- The firm emphasizes the continuous development of employees' technical skills and offers excellent prospects for career development.
