Financial Services Administrator

4 weeks ago


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

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
Benefits:
  • 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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