IFA Administrator

3 weeks ago


Stockport, Stockport, United Kingdom enable Recruitment Full time

We are delighted to be partnering with an award-winning independent financial advisory firm to find an exceptional IFA Administrator to join their team. As a key member of the client support team, you will play a vital role in delivering exceptional service to clients across the UK.

About the Role

This is a fantastic opportunity for a detailed-orientated professional with a passion for financial planning and client service to join a dynamic and growing organization. As an IFA Administrator, you will be responsible for providing support to financial advisers and paraplanners, processing new business applications, and managing back-office systems.

Key Responsibilities
  • Providing administrative support to financial advisers and paraplanners, ensuring seamless execution of client transactions.
  • Processing new business applications, from initial inquiry to completion, ensuring timely and accurate processing.
  • Communicating effectively with clients, providers, and internal stakeholders, resolving queries and concerns.
  • Managing and updating the back-office system (Intelligent Office) to ensure accurate and up-to-date records.
Requirements
  • At least 2 years of experience in financial adviser administration, with a strong background in processing new business applications.
  • Excellent communication and interpersonal skills, with the ability to build positive relationships with clients.
  • A good understanding of pensions and investments, with the ability to provide informed support to clients.
What We Offer
  • A competitive basic salary of up to £30,000, dependent on experience and qualifications.
  • A company bonus scheme, recognizing and rewarding outstanding performance.
  • A flexible working structure, including the option to work from home and flexible hours.
  • Social opportunities throughout the year, fostering a sense of community and teamwork.
  • Exam funding and support, enabling professional development and growth.

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