Ifa Administrator

**TEMPLEGATE RECRUITMENT**

**Financial Services Specialist Recruiters**

**Job Title**: Financial Services Administrator

**Location**: Bolton

**Benefits**:

- Death in Service 4 x salary
- PMI including optical and dental cover
- PHI 75% of salary/26 week deferred period
- Critical illness - £10,000 cover
- Pension - minimum 5% employee contribution / 7% employer
- 25 days holiday rising to 28 over 5 years + 3 days over Christmas
- Bonus opportunity
- Plus Many more,

**Salary**: Up to £26,000.

**About the Company**:
Our client a very well-established IFA practice that requires an IFA Administrator, to assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions and Investments.

You will need experience working within The Financial Services Industry, qualifications are preferred but not essential.

This role provides an excellent opportunity for somebody who is looking to further their career within The Financial Services Industry with a large reputable company.
On offer is a very competitive salary and a great working environment, working for a company that is extremely ambitious and growing all the time.

**What Your Day to Day Duties Will Include**:

- Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
- To post client documentation to the client or product providers as appropriate.
- To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office.
- To accurately maintain client personal details and policy information and update on Intelligent Office.
- Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers.
- Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.
- Maintaining relationships and contacts with providers to ensure a professional service
- Deal with any resulting fee and commission queries from the Finance Department
- To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelligent Office.

**What is Needed to Be Considered For This Role**:

- Excellent communication skills both written and verbal
- Client centric in approach
- Organised and highly motivated
- Good levels Industry knowledge
- Good attention to detail
- Accurate data entry and record keeping skills

**Salary**: £26,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bolton: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: 1567