- 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 17 days ago, valid for 8 days
Elland, West Yorkshire HX5 9HB, England
£22,000 - £26,400 per annum
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
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.
