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Location: Heaton Mersey
Salary: £28,000 - £31,000
We are seeking an experienced IFA Administrator with a minimum of 2 years’ experience in an IFA practice, to provide first-class customer service and administrative support. The role involves managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.
Day-to-day of the role:- Manage a bank of consultants and their clients, providing excellent customer service and administrative support
- Process transfers, top-ups, withdrawals, income, contributions, fund switches, Bed & ISA, and protection accurately and through to completion
- Understand third-party providers’ platforms and processing times
- Manage individual workload using a personal diary system on Client Management to ensure timely completion of tasks
- Investigate and handle any client/consultant queries
- Manage post relating to new business cases
- Handle client/provider queries over the phone and via email
- Maintain client records on the back-office system
- Cover receptionist duties, including managing post, phone calls, greeting clients, and dealing with third-party suppliers
- Minimum of 2 years’ experience working for an IFA practice
- Experience and understanding of pension and investment products
- Excellent interpersonal and communication skills
- Efficiency, accuracy, and attention to detail
- Self-motivated with the initiative to take on tasks
- Strong organisational skills with the ability to multitask
- Excellent telephone manner
- Experience with Intelligent Office (IO) would be desirable
- 26 holidays per year, plus an extra day for your birthday and additional days during the Christmas period
- Hybrid working model post-probation, with a 50/50 split between office and home
- Flexible working hours between 8am to 6pm, with core hours from 10am to 4pm
- 37.5-hour workweek
- Company Pension Scheme
- Access to Benefit Hub for discounts on products and tickets
- Group Life Scheme
- Performance-related bonus
Apply today and we will be in touch!
