IFA Administrator

2 months ago

Cheadle Borough of Stockport, United Kingdom CV-Library Full time

IFA Administrator
Stockport  
Salary up to £30,000 (Experience dependant)  
26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.
Full exam support
Group Life Scheme Hybrid working Flexible working hours
 
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 ongoing 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 Paraplanners and Financial Planners to present Administrative support.
 
Responsibilities:
 
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.

Have an understanding of 3rd party providers platforms and processing times
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Investigate and handle any client/consultant queries
Manage post relating to new business cases.
Dealing with client/provider queries over the phone and via email.
Understand our internal compliance procedures and the requirements of 3rd party providers
Maintaining client records on back-office system
Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma. Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.
 
Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion

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