Ifa Administrator

5 months ago

Stockport, United Kingdom McGregor Recruitment Full time

**IFA ADMINISTRATOR - PART TIME - EITHER 4 FULL DAYS OR 5 DAYS REDUCED HOURS**

**SALARY: £25-£30K PRO RATA**

**Hyprid Working and Flexi Time**

**50% working in office and 50% working from home**

Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for over 25 years. Now looking for a bright and proactive individual who has worked within **Financial Services/Wealth Management** for a minimum of one year and looking for the next step in their career. This role would suit someone who enjoys **Administrative** work and is happy to commit to a role long term. This role is part time and hours can be discussed. The role is busy and the environment is fun

The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients. You will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner. The role will be busy and interesting and you will be based within a supportive and friendly team.

The Duties:

- Processing Transfers, Top Ups, Withdrawals, Income, Fund Switches, Bed & ISA and protection in an accurate manner - through to completion
- Understanding of 3rd party providers platforms
- Maintaining the personal diary system on client management system to ensure all tasks are prioritised and completed
- Dealing with a high level of confidential information
- Responsible for handling any client queries and resolving all issues in a professional and timely manner
- Mange all post relating to new business cases
- Typing client correspondence and reports
- Maintaining client records on back-office system
- Ad hoc administrative duties as required

**Experience required**:

- Experience of working within Financial Services or Wealth Management would be desirable - ideally a minimum of one year’s experience
- Excellent communication skills
- Good administration experience
- Good telephone manner
- Used to working in a team
- Good attention to detail
- Ability to work in a team

**The Benefits**:

- Competitive salary
- Hybrid working
- 26 days holidays + all bank holidays (3 days to be used at Christmas)
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets, etc.
- Group Life Scheme
- Flexible working hours
- Performance related bonus

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

Pay: £25,000.00-£30,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Flexitime
- Free parking
- Health & wellbeing programme
- Language training provided
- Life insurance
- On-site parking
- Sick pay
- Work from home

Schedule:

- Day shift
- Monday to Friday
- No weekends

Work Location: Hybrid remote in Stockport

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