Ifa & Project Administrator

2 months ago


Altrincham, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
***

Altrincham
£24000 - £28000 11/03/2024
NJR14669

DESCRIPTION

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


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