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Stockport, Cheshire
IFA Administrator

IFA Administrator

Reed

Posted 2 days ago, valid for a month

Stockport, Cheshire SK4 3BS, England

£24,000 - £28,800 per annum

Full Time

Retirement Plan

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Sonic Summary

The position is for an IFA Administrator located in Heaton Mersey with a salary range of £28,000 to £31,000.
Candidates must have a minimum of 2 years’ experience working in an IFA practice.
The role involves providing customer service and administrative support while managing a bank of consultants and their clients.
Responsibilities include processing financial transactions and handling client queries, both over the phone and via email.
The company offers benefits such as 26 holidays per year, a hybrid working model, and a company pension scheme.

IFA Administrator

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

Required Skills & Qualifications:

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

Benefits:

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!

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