- Processing new business, providing Client illustrations and valuations
- Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
- Complete all relevant Compliance associated
- You will be responsible for supporting dedicated Advisors, which will aid an enhance the Client experience and your knowledge
- 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.
- Working and liaising effectively Closely with Director’s and Advisors
- Co-ordination of Advisers Diary, scheduling meetings etc
- 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 searchSenior IFA Administrator
Medlock Partners Limited
Posted 4 days ago, valid for a month
Manchester, Greater Manchester M17 1DJ, England
£35,000 - £26 per day
Full Time
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Sonic Summary
- The position is for a Senior IFA Administrator in Manchester, offering a salary of up to £35,000 depending on experience.
- The role includes 26 days of holiday plus an additional day off for your birthday, along with full exam support and death in service benefits.
- Candidates will work closely with Senior Paraplanners and Financial Planners to provide administrative support and manage client-related tasks.
- Responsibilities involve processing new business, handling client queries, maintaining compliance, and managing schedules for Advisors.
- The role is hybrid, allowing for three days of remote work, and requires candidates to demonstrate relevant skills and experience, although specific years of experience are not strictly defined.
