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Financial Planning Administrator
4 months ago
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.
- 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
- 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
