Financial Services Administrator
3 weeks ago
Manchester
Salary up to GBP35,000 (Experience dependant)
Benefits:
- 26 days holiday, plus an additional day off on your Birthday
- Full exam support
- Death in service
- Hybrid working (3 days from home)
Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of their continued growth and recent promotions, an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Senior Paraplanners and Financial Planners to provide administrative support.
- Processing new business, providing Client illustrations and valuations
- Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
- Deal with client/provider queries over the phone and via email.
- Understand internal compliance procedures and the requirements of 3rd party providers
- Maintain client records on back-office system
- Cover receptionist duties such as post, phone calls, greeting clients, and dealing with third party suppliers.
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