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Ifa Administrator

4 months ago

Manchester, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Manchester
£22000 - £26000
07/11/2023
NJR14303

DESCRIPTION

**CLIENT SUPPORT ADMINISTATOR - REVIEW TEAM**
**SALARY RANGE: 22,000 - 26,000
**LOCATION : CENTRAL MANCHESTER**
**EXAM SUPPORT & CAREER DEVELOPMENT**

NJR Recruitment are once again working in Partnership with a firm of Chartered & Independent Financial Planners based in Central Manchester. A Client Support Administrator is now required, due to internal promotion, to work as part of the Review Team where you will be responsible for producing and sending the client annual review packs by obtaining valuations, performance information and charges disclosures.

Daily duties will consist of;
- Uploading client data and maintaining to the back-office system i.e. from work produced, statements and fact finds
- Matching commission payments in the back-office system
- Write the simplified Periodic Annual Suitability Letters
- Group Scheme administration, which will involve creating the annual review packs for the GPP (Group Pension Plans)
- Adhere to the FCA's Conduct Rules
- General administration duties as required such as:

- Answering incoming telephone calls and taking messages where appropriate
- Meeting and greeting visitors
- Keeping the reception and meeting rooms presentable and tidy
- Opening, recording and distributing incoming post, franking and posting outgoing mail

NJR 14303