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Financial Services Administrator

2 months ago

Stockport, Stockport, United Kingdom recruitment22 Full time
IFA Administrator Opportunity

We are seeking a skilled and experienced IFA Administrator to join our team in Stockport. As an IFA Administrator, you will play a vital role in supporting our advisers by processing transfers, top-ups, withdrawals, and contributions. You will also be responsible for managing workload using a personal diary system, addressing client and adviser queries, and managing client/provider queries via phone and email.

Key Responsibilities:
  • Process transfers, top-ups, withdrawals, and contributions
  • Manage workload using a personal diary system
  • Address client and adviser queries
  • Manage client/provider queries via phone and email
What We Offer:
  • 26 holidays per year, including 3 days between Christmas and New Year, plus an extra day for your birthday
  • Hybrid working, with 50% of your time spent in the office and 50% working from home
  • Flexible working hours between 8am and 6pm, with 7.5 hours worked each day between core hours of 10am and 4pm
  • 37.5 hours per week

We are looking for someone who has experience in a similar role, supporting financial advisers. If you are a motivated and organized individual with excellent communication skills, we would love to hear from you.