Professional Services Coordinator

19 hours ago


Stockport, Stockport, United Kingdom Medlock Partners Full time
About the Role:
This exciting opportunity has arisen for an experienced IFA Administrator to join a leading firm of Independent Financial Planners. As a member of our team, you will be responsible for providing administrative support to our Financial Planners and Paraplanners. This will include processing transactions, managing workload, and handling client queries.

Responsibilities:
* Process transfers, top-ups, withdrawals, income, contributions, fund switches, Bed & ISA, and protection* Manage individual workload using personal diary systems* Investigate and handle client/consultant queries* Deal with client/provider queries over the phone and via email* Maintain client records on back-office systems* Cover receptionist duties such as post, phone calls, greeting clients, and dealing with third-party suppliers

What We Offer:
This role offers a competitive salary of up to £31,000, depending on experience, as well as a range of benefits including 26 days' holiday, flexible working hours, and full exam support. If you have industry-related experience and are passionate about obtaining the Level 4 Diploma, we would love to hear from you.

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