IFA Administrator

IFA Administrator - £29,000-£31,000 - Manchester with Hybrid working

This is a fantastic opportunity to join one of Manchester’s leading Financial Advice firms, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within.

Responsibilities

• Compile Letters of Authority, sending to Insurance Providers and collating policy information when received for Paraplanners, Financial Advisers
• Process New Business Applications in agreed timeframe
• Ensure all new business submitted to the insurance providers is fully completed and compliant
• Update New Business Register and back-office system with new application information
• Monitor new business progress and chase outstanding documentation on behalf of the Financial Advisers
• Check accuracy of Policy Documentation
• Produce Portfolio Valuations and Summary Reports for Financial Adviser review meetings
• General client servicing, change of policy information
• General administration duties

Details and package

• Full time, permanent position
• Salary £29,000 to £31,000 per annum, depending on experience
• Profit share
• Hybrid working available, 3 days office based and 2 working from home
• Flexible hours available after probation, subject to your requested hours being available within the team
• 4 x DIS,
• AE Pension from day 1, 5% and 5% pension enhancement after 12 months.
• Private Medical Insurance

You will need to have experience supporting Financial Advisers in an administrative role to be considered.