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Stockport
IFA Administrator

IFA Administrator

recruitment22

Posted a month ago, valid for 9 days

Stockport, Cheshire SK4 3BS, England

£24,000 - £28,800 per annum

Full Time

Retirement Plan

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Sonic Summary

The IFA Administrator position is located in Stockport with a salary range of £30,000-£31,000 and offers the potential to transition into Paraplanning in the future.
Candidates should have prior experience in a similar role supporting financial advisers.
The role involves processing transfers, managing client queries, and maintaining accurate records while also covering reception duties when necessary.
The company offers flexible working hours, hybrid working options, and a generous benefits package including 26 holidays per year and a company pension scheme.
The position requires 37.5 hours of work per week, with core hours between 10am and 4pm.

IFA Administrator - Stockport with Hybrid Working - £30,000-£31,000(Opportunity to move in to Paraplanning in the future) This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions. Managing workload using a personal diary system. Addressing client and Adviser queries, and managing client/provider queries via phone and email. While maintaining accurate records and covering reception when needed.Hours can be slightly flexible between Monday and Friday, they are open to anyone looking for reduced hours too and offer hybrid working, 50% in the office, 50% working from home.They need someone who's worked in a similar role before supporting financial advisers.Additional information and benefits:

26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm.
37.5 hours per week
Company Pension Scheme
Access to Benefit Hub which includes discounts to products, tickets etc
Group Life Scheme

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