Financial Services Administrator
4 weeks ago
This is an exciting opportunity to join a Stockport-based IFA and one of the larger companies in the region. As an IFA Administrator, you will support the Adviser by processing transfers, top-ups, withdrawals, and contributions. You will also manage workload using a personal diary system, address client and Adviser queries, and manage client/provider queries via phone and email. Additionally, you will maintain accurate records and cover reception when needed.
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
- Maintain accurate records
- Cover reception when needed
- 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
- Company Pension Scheme
- Access to Benefit Hub, which includes discounts to products and tickets
- Group Life Scheme
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