Ifa / Project Administrator
6 months ago
**IFA / Project Administrator**
**Salary is between £24,000 - £28,000**
**Location: Altrincham**
Most of the work will be project based work, and will include;
**Ongoing advice switch off**
- Running reports from Sales force for clients with a household funds under management of less than £100k - sending lists to adviser
**Reallocation**
- Running reports in Sales force for each adviser and total clients that they manage
- Working with advisers to reallocate some clients to other advisers (to make the number of clients managed per adviser more equal)
- This involves making sure that the client handover to new adviser is done correctly from a communication with client perspective but also a physical move of the sales force record to the new adviser.
**Corporates and Trusts**
- Ensure all trusts and corporate clients are linked to relevant households in sales force
- Sales force updates, for example, transferring clients from adviser to adviser and arranging takeover of clients from other SJP practices
**NJR 14669**
**Salary**: £24,000.00-£28,000.00 per year
**Benefits**:
- Company pension
- Work from home
Flexible Language Requirement:
- English not required
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 14669
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