- 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 2 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.
