- 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 searchTechnical IFA Administrator
Medlock Partners Limited
Posted 16 hours ago, valid for 16 days
Stockport, Cheshire SK4 3GN, England
£31,000 - £26 per day
Full Time
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Sonic Summary
- The position is for a Technical IFA Administrator based in Stockport with a salary of up to £31,000 depending on experience.
- The role offers 26 days of holiday, increasing with service, plus an additional day off for your birthday and the option to buy and sell holidays.
- The successful candidate will work closely with Paraplanners and Financial Planners, providing essential administrative support and managing various tasks related to client accounts.
- Candidates should have industry-related experience and ideally be working towards industry exams, with a passion for obtaining the Level 4 Diploma.
- This opportunity is with a progressive firm of Independent Financial Planners, offering hybrid and flexible working hours.
