- 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 23 days ago, valid for 7 days
Manchester, Greater Manchester M17 1DJ, England
senior ifa administrator manchester (ultra high net worth clients)salary up to £38,000 (experience dependant 26 days holiday
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 position is for a Senior IFA Administrator in Manchester, focusing on ultra-high net worth clients, with a salary of up to £38,000 depending on experience.
- Candidates are expected to have relevant experience, although the specific number of years required is not stated.
- The role involves providing administrative support to Senior Paraplanners and Financial Planners, including processing new business and managing client queries.
- Benefits include 26 days of holiday, an additional day off for your birthday, full exam support, and hybrid working options.
- The firm values diversity and encourages applications from all backgrounds, including minorities and those with disabilities.
