Financial Planning Administrator

4 weeks ago

Cheadle Staffordshire, United Kingdom Eventus Legal Full time

Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more. Role responsibilities: The role of Financial Planning / IFA Administrator is to support the Paraplanners and Financial Advisers in delivering a first class and compliant service:

  • Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
  • Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
  • 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.
Person specification: The successful candidate will have experience working for an IFA / Financial Planning firm and experience and understanding of pension and investment products. They should be able to demonstrate the following skills:
  • Excellent interpersonal and communication skills
  • Efficiency, accuracy & attention to detail
  • Self-motivated and willing to take the initiative
  • Strong organisational skills with the ability to adapt and successfully multitask
  • Excellent telephone manner
  • IO experience would be desirable
Benefits and rewards: The incoming Financial Planning / IFA Administrator will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following employee 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
  • Performance related bonus
About the company A market leading Financial Planning / IFA Firm in Stockport, Greater Manchester offering a complete range of independent Financial Planning offerings . The company shows a keen interest in the wellbeing of employees and are large enough to offer career enhancing progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer hybrid working and flexible working to all staff. Next Steps Apply now if your skills and experience align with this Financial Planning / IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website

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