IFA Administrator

3 weeks ago


Altrincham, United Kingdom Halecroft Recruitment Full time

Our client based in Hale, Altrincham is currently looking to recruit an experienced IFA Administrator on a permanent basis...

To provide efficient, friendly, and professional administration support to both clients & IFAs.

The Role:

  • Dealing with adhoc queries from Advisers/Clients/Providers
  • Tasks to be recorded and maintained via back-office systems
  • Maintenance of client files
  • Postal activity (incoming/outgoing)
  • New business processing (Online/Post)
  • Loading relevant data on to CRM database
  • Processing Letters of Authority
  • Valuations
  • Liaise with 3rd Party Providers & Paraplanners
  • Preparing Client Meeting Packs
  • Gather quotes/illustrations / Fact Sheets / Order Projections
  • Booking Client Review Appointments & Managing IFA’s diary
  • Print & Bind Client Suitability Reports
  • Administration of client investment funds, constructing client portfolios
  • Update IFA & Client on progress on New Business cases
  • Maintenance of all client policy data & associated income expectancies
  • Process Client Withdrawals as and when required

Requirements:

  • Excellent accuracy skills and attention to detail
  • An excellent team player with an adaptable and flexible approach to work
  • Ability to build and develop effective working relationships at all levels
  • Financial services industry/wealth management experience – Essential
  • Experience of working within defined service standards, policies and procedures
  • Longevity and proven commitment within previous employment – Essential

Package:

  • Salary: Competitive depending on experience
  • Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)
  • Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)
  • Study support for industry-related qualifications
  • Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible) 

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