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- Job Type: Full-time, Permanent
- Location: Stockport
- Salary: £28,000 - £34,000 DOE
We are seeking a dedicated and experienced IFA Administrator to provide effective administrative support within our financial services client. This role is ideal for someone with a background in financial planning administration, who is adept at managing multiple tasks and providing exceptional service to both Advisers and Clients.
Day-to-day of the role:- Provide administrative support to Advisers, assisting with the processing of cases, including producing quotations and research.
- Handle general correspondence to ensure that Advisers and clients receive an efficient service.
- Produce portfolio reports using Intelligent Office for new and existing clients within specified deadlines.
- Assist with the preparation of Client Annual Review Packs and review letters.
- Manage the sending and follow-up of Letters of Authority to providers.
- Complete Policy Summary Sheets once information is received, ensuring all necessary data is available for the Paraplanner/Adviser to proceed with the case.
- Accurately input all new business into the Intelligent Office system and manage Adviser Fees to ensure payments are matched.
- Liaise with clients and providers regarding queries on policies/investments, ensuring any necessary changes are completed by the product provider.
- Previous experience in a IFA Administrator role.
- Ability to take ownership and responsibility for work.
- Strong ability to prioritise workloads.
- Excellent communication skills.
- Ability to work well both independently and as part of a team.
- Strong working knowledge of the regulated financial services market.
- Good knowledge of Intelligent Office is preferable.
- 25 days holiday plus bank holidays.
- Hybrid working
- Auto-enrolment pension scheme.
- 4x death in service benefit.
- Discretionary year-end bonus.
- Exam and study material costs for relevant qualification
To apply for this IFA Administrator position, please submit your CV or contact Rhyan Scott at Reed for more information.
