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IFA Administrator

1 month ago

Warwick, United Kingdom Medlock Partners Limited Full time
IFA 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.
  • 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.