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Ifa Administrator

4 months ago


Cheadle Borough of Stockport, United Kingdom Recruitment22 Full time
IFA Administrator - Stockport/Hybrid Working - up to £30,000
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 IFA 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.
You will need experience of doing a similar role within an independent financial advisers to be considered for this position.
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.
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