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Senior IFA Administrator

2 months ago

Stockport, Stockport, United Kingdom NJR Recruitment Full time
{"title": "Client Support Administrator", "description": "Job Summary

We are seeking a highly organized and detail-oriented Client Support Administrator to join our team. As a key member of our client support team, you will be responsible for providing exceptional customer service and administrative support to our consultants and clients.

Key Responsibilities
  • Manage a bank of consultants and their clients, providing first-class customer service and administrative support.
  • Process transfers, top-ups, withdrawals, income, contributions, fund switches, and other financial transactions in a timely and accurate manner.
  • Have a thorough understanding of third-party providers' platforms and processing times.
  • Manage your individual workload using our personal diary system to ensure all tasks are completed on time.
  • Investigate and handle client/consultant queries in a professional and timely manner.
  • Manage post relating to new business cases and deal with client/provider queries over the phone and via email.
  • Understand our internal compliance procedures and the requirements of third-party providers.
  • Maintain client records on our back-office system.
  • Cover receptionist duties, including post, phone calls, greeting clients, and dealing with third-party suppliers.
Requirements
  • A minimum of 2 years' experience working for an IFA practice and experience and understanding of pension and investment products.
  • Excellent interpersonal and communication skills.
  • Efficiency, accuracy, and attention to detail.
  • Self-motivated and willing to take the initiative.
  • Strong organizational skills with the ability to adapt and successfully multitask.
  • Excellent telephone manner.
  • IO experience would be desirable.
About Us

We are a service-oriented organization where the client is at the center of everything we do. We have a team of independent financial advisers who provide expert advice and service to our clients.

We offer a range of benefits, including 26 holidays per year, hybrid working, flexible working hours, and a company pension scheme.

If you are interested in this role and would like to learn more, please contact one of our specialist consultants quoting reference NJR15220.

", "company": "NJR Recruitment"}