Junior Client Support- Ifa Practice

2 months ago


Manchester, United Kingdom Jane Deane Recruitment Limited Full time

Junior Client Support required for IFA practice based in Manchester City Centre.

The role is dealing with Group Scheme administration, which will involve the reviews for the GPP (Group Pension Plans) and providing quotes for the group risk renewals.

Meeting and greeting visitors

Answering incoming telephone calls and taking messages where appropriate

Filing and keeping the front office and meeting rooms presentable and tidy

Opening, recording and distributing incoming post, franking and posting outgoing mail

Arranging appointments for Advisers

Uploading client data to the back-office system, this will mainly be from statements & fact finds

Monitoring and ordering stationery as required

Ad hoc duties as and when required

Matching commission payments in the back-office system

Adhere to the FCA’s Conduct Rules

This is a great opportunity to build a career within the Financial Services sector

A chance to work for a company with great future prospects

Options for support towards study for recognised financial services qualifications as your career develops

Working hours 9am - 5pm Monday to Friday

HR contributes 5% into your pension (After 3 months)

2x Salary Death in Service (After 3 months)

20 days holiday plus bank holidays. (At Christmas the office shuts down for a week, but you only have to use 2 of your holidays to have the whole week off

**Job Types**: Full-time, Permanent

**Salary**: Up to £20,000.00 per year

**Benefits**:

- Company pension
- Life insurance

Schedule:

- Monday to Friday

**Experience**:

- Administration: 1 year (preferred)

Work Location: In person



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