IFA Administrator

Heat Recruitment

Posted 3 days ago, valid for 3 days

Stockport, Cheshire SK2 5JF, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

The IFA Administrator position offers a salary of up to £30,000 based on experience.
The role is located in Stockport with a 50/50 hybrid working model after probation.
Candidates should have experience in client services, as they will be the first point of contact for clients.
Responsibilities include managing client queries, processing investments, and maintaining a personal workload using a Client Management system.
The position includes benefits such as 26 days holiday, health care options, and exam funding.

IFA AdministratorUp to £30K based on experienceStockportMonday - Friday (50/50 hybrid working once passed probation)An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester. About the IFA Administrator opportunity:Sitting within the Client Services department, your role will primarily be centred around the firm's clients - you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business. About the IFA Administrator role:

Dealing with client/provider queries over the phone and via email.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Issuing and chasing client Letters of Authority to providers & collating information when received.
Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms

About the IFA Administrator package / benefits:

Circa £26,000 - £30,000 salary with reviews based on experience / qualifications
26 days holiday + bank holidays - increases with length of service
Optional health care scheme
Pension
Death in Service and Group Life
Exam funding/study support

If you are interested in the opportunity and believe you have the necessary experience, please get in touch or apply online.#LI-SH1

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