IFA Administrator (Industry Experience Essential)

Up to 32,000 per annum + excellent benefits

Manchester City Centre

We are looking for an enthusiastic IFA Administrator to join our clients highly successful team. This vital position will support a team of Financial Advisers and Paraplanners by providing exceptional administrative services and maintaining high levels of communication, ensuring that clients receive the highest level of care and professionalism.

Duties:

Answer telephone inquiries professionally and redirect calls as necessary.
Greet and meet clients courteously, maintaining a welcoming environment.
Engage in strong communication practises through team meetings, face-to-face interactions, phone calls, and emails with introducers, providers, and clients.
Maintain the back-office system and document storage, ensuring meticulous attention to detail.
Respond to client emails and servicing requests, including withdrawal requests, tax information, and plan updates.
Assist with the Death Claim process, liaising with providers and gathering necessary paperwork.
Proactively coordinate workloads with advisers and track expected New Business weekly.
Conduct thorough checks on packs prepared for clients by Paraplanners, verifying that all applications are correct.
Organise documentation for new clients, updating databases and ensuring Letters of Authority are processed.
Demonstrate knowledge in individual financial services products.
Process New Business Applications, including investments, fund switches, and withdrawals, within agreed timeframes.
Ensure all new business applications are compliant and monitor progress, including following up on medical reports for New Business Protection applications.
Maintain accurate records in the New Business Register and back-office systems.
Verify the accuracy of policy documentation and update databases accordingly.
Produce valuation requests and summaries of policies for advisers as needed.
Ensure fees paid for new business are recorded accurately and maintain updated plan details.
Adhere to FCA regulations and organisation compliance procedures.
Stay informed about compliance matters with assistance from the Compliance Department.
Uphold the principle of Treating Customers Fairly (TCF).
Foster productive working relationships with Financial Advisers, colleagues, and management.
Maintain effective relationships with Professional Introducers and Providers.

We are looking for previous experience in financial services for this role, the ability to work to strict deadlines and deal with client communication effectively.

Our client values and empowers their employees, offering a competitive salary, a 35-hour work week, 25 days of annual leave plus bank holidays, an additional holiday for your birthday, Christmas closure, and more. Benefits include:

Pension Plan
Private Medical Insurance
Death in Service Coverage
Long-Term Service Benefits
Competitive Bonus Scheme
Rewards Scheme
Fully Funded Social Events
Comprehensive Study/Training Programme

Join their team and contribute to delivering outstanding financial advice while advancing your career in a supportive and progressive environment! Apply today by emailing your CV to (url removed)

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.vgbm,

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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