Financial Services Coordinator

4 days ago


Stockport, Stockport, United Kingdom Page Personnel Sales Full time
Job Description

As a Senior IFA Administrator at Page Personnel Sales, you will be responsible for delivering high-quality administrative support to our financial services team. This is an exciting opportunity to join a dynamic and growing business, where you will have the chance to develop your skills and expertise in a fast-paced and challenging environment.

About the Role

The successful candidate will have previous experience working in an IFA or financial planning firm, with a strong administration skill set and excellent communication skills. You will be responsible for processing new business from start to completion, preparing portfolio valuations and producing illustrations, and assisting advisers with research and report writing.

Key Responsibilities
  • Processing new business from start to completion
  • Preparing portfolio valuations and producing illustrations
  • Assisting advisers with research and report writing
  • Arranging meetings with clients for the advisers
  • Handling clients' requests and queries
  • Preparing suitability reports for the approval of the Financial Adviser in line with company policy
  • Sending reports and investment information to clients
  • Accurately submitting data on the system for clients
  • Ensuring work is completed within specified timelines.
Benefits
  • £31,000 per annum
  • 26 days holiday
  • Performance-related bonus
  • Study support for professional development
  • Pension contribution
  • Company bonus scheme
  • Hybrid working - 50/50 split
  • Flexible working with core hours policy
  • Healthcare
  • Great environment to learn and develop


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