Ifa Administrator

4 months ago


Manchester, United Kingdom Jane Deane Recruitment Limited Full time

An enthusiastic member is required to complement an existing team, who has at least 3 years’ experience in working in an IFA practice and a good knowledge of using Intelligent Office.

To provide day-to-day support to clients and the Financial Consultants, including:

- To proactively deliver a high level of technical support and excellent client service
- To develop and maintain a good working relationship with Advisers, colleagues and management in order to provide an efficient and effective service
- Daily fund trading on a range of investment platforms (AJ Bell & Quilter)
- Transfer of servicing for new clients
- Collating policy information
- Conducting ad hoc project work
- Submission and processing of new business to completion
- To ensure that the information held on the IO database is accurate
- Prioritise workload and diary management
- Generating illustrations and valuations, for client reviews
- General day to day servicing for our clients

Benefits: 25 days holiday, Pension, on-site car parking, BUPA, DIS & PHI. 2 days in the office 1 week, 3 the following on a rota.

**Job Types**: Full-time, Permanent

**Salary**: Up to £31,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

**Experience**:

- IFA Administration: 3 years (preferred)

Work Location: Hybrid remote in Manchester


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