- 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 AdministratorWarwickSalary up to £30,000(Experience dependant) Hybrid working 25 Days Holiday, increases based on service Life AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. Our Client are a national Firm who have seen year on year growth, 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 3 days ago, valid for 17 days
Warwick, Warwickshire CV359EF, England
ifa administratorwarwicksalary up to £30,000(experience dependant) hybrid working 25 days holiday
Full Time
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Sonic Summary
- The IFA Administrator position in Warwick offers a salary of up to £30,000, depending on experience.
- This role involves providing administrative support to a team of Paraplanners and Financial Planners, processing various financial transactions accurately and timely.
- Candidates should have industry-related experience and ideally be working towards or passionate about obtaining the Level 4 Diploma.
- The company offers hybrid working, 25 days of holiday that increases with service, life assurance, and other benefits.
- Medlock Partners, the recruiting agency, encourages applications from diverse backgrounds and emphasizes that years of experience and salary levels are guides.