- Have an 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.
- 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 searchIFA AdministratorStockport Salary up to £30,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your BirthdayThe option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid workingFlexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support. Responsibilities: Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
IFA Administrator
Medlock Partners Limited
Posted 16 hours ago, valid for 6 days
Stockport, Cheshire SK4 3GN, England
£30,000 - £26 per day
Full Time
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Sonic Summary
- The IFA Administrator position in Stockport offers a salary up to £30,000, depending on experience.
- Candidates should have industry-related experience and ideally be working towards industry exams or have a passion for obtaining the Level 4 Diploma.
- The role involves providing administrative support to Paraplanners and Financial Planners, processing various financial transactions, and managing client queries.
- Employees receive 26 days of holiday, with additional leave on birthdays and the option to buy and sell holidays.
- The firm promotes hybrid and flexible working hours and provides full exam support as well as a Group Life Scheme.