Ifa Administrator

6 months ago

Stockport, United Kingdom Taylor James Professional Recruitment LTD Full time

**Our Stockport based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.**

You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

**Supporting a team of paraplanners & advisers, duties & responsibilities will include**:

- Obtaining illustrations
- Keeping the back office system up to date
- Acquiring client portfolio valuations
- Preparation of annual review packs for client meetings
- Acting as a key point of contact for financial planners & clients
- Liaising with product providers
- Actioning LOAs
- IFA/ financial planning administration experience (essential)
- Willingness to work towards the level 4 diploma (desirable)
- Knowledge of provider platforms
- Experience of using Intelligent Office (desirable)
- Highly organised

Please submit the latest version of your CV to be considered for this opportunity

**Salary**: £22,000.00-£28,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Private dental insurance
- Private medical insurance
- Work from home

Flexible Language Requirement:

- English not required

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Stockport

Reference ID: 0305LADM

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