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Junior Client Support- Ifa Practice
2 months ago
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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