Ifa Administrator

4 months ago

Stockport, United Kingdom Page Personnel Full time

IFA Administrator
- Growing financial firm in south Manchester

**About Our Client**:
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

Based in a great location in Stockport, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.

As IFA Administrator, you will be responsible for:

- Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
- Processing transfers, top ups, withdrawals, income, contributions, fund switches, Bed & ISA and Protection in an accurate manner through to completion
- Administration support for valuations, transfers and client reviews in preparation for client meetings
- Liaising with client and advisers with updates, changes and all matters relating to their financial matters
- Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
- Providing policy documents to client where appropriate
- Providing administration support to advisers following meetings with clients with agreed timescales
- Highlighting breaches or complaints to the Compliance Manager as quick as possible

**The Successful Applicant**:
The successful applicant for this role must have the following skills and experience:

- Previous experience working in an IFA or financial planning firm
- Knowledge of whole of market
- Strong administration skill set
- Great communication skills
- Up to date with current FCA Legislation would be ideal
- Intelligent Office experience is desirable

**What's on Offer**:
As IFA Administrator, you will get:

- £24,000-28,000 salary
- 26 days holiday plus birthday off
- Xmas shutdown
- Pension contribution
- Hybrid working
- Flexible working hours
- Great environment to learn and develop
- Social events and awards
- Special training and development programmes/opportunities

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