IFA Administrator

1 month ago

Birmingham, United Kingdom Medlock Partners Full time

IFA Administrator, Salary up to £30,000(Experience dependant)

Birmingham, Hybrid working

25 Days Holiday, increases based on service

Life Assurance

Free Parking

Income Protection

Sick 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.
  • 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.

To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma.

Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.

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