- Have an understanding of 3rd party providers platforms and processing times
- Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
- Investigate and handle any client/consultant queries
- Manage post relating to new business cases.
- Dealing with client/provider queries over the phone and via email.
- Understand our internal compliance procedures and the requirements of 3rd party providers
- Maintaining client records on back-office system
- Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
Back to searchIFA Administrator
Medlock Partners Limited
Posted 16 days ago, valid for 8 days
Elland, West Yorkshire HX5 9HB, England
£22,000 - £26,400 per annum
Full Time
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Sonic Summary
- The IFA Administrator position at a progressive firm in Halifax offers a salary of up to £28,000, depending on experience.
- The role involves providing administrative support to Paraplanners and Financial Planners, including processing various financial transactions.
- Candidates should have industry-related experience and ideally be working towards or passionate about obtaining the Level 4 Diploma.
- The job includes managing client queries, maintaining records, and covering receptionist duties.
- Medlock Partners, the recruitment agency, encourages applications from diverse backgrounds and emphasizes equal opportunities.
