IFA Administrator

1 day ago

Chorley, Lancashire, United Kingdom Bond Recruitment Full time £20,000 - £35,000 per year


Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Chorley offices.

The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.

Specific Responsibilities:
The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: -

  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries,
  • Screening phone calls, enquiries and requests, and handling them where appropriate,
  • Preparation of client review packs,
  • Illustration requests,
  • Back office support,
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures,
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant,
  • Keep up to date with financial products and legislation,
  • Comply with all company and industry guidelines, rules and regulations

Experience and key requirements are:

  • Experience working in a Financial Advice firm is advantageous,
  • The role requires a reliable individual who has the ability to manage and prioritise workloads,
  • Role holders will be motivated, friendly and professional at all times,
  • Outstanding communication skills at all levels,
  • Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy,
  • Analytical and problem solving skills,
  • Experience of working as part of a team,
  • Flexibility/ adaptability to cope with change,
  • Confident with IT and office software packages (Word, Excel, PowerPoint etc).

  • IFA Administrator

    1 week ago

    Chorley, United Kingdom IDEX Consulting Ltd Full time

    My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.Key Tasks:Daily contact for advisors, updating and liaising to conclude work related tasksPrepare client packs, brochures, applications and anything required for a client meetingSubmission and...

  • Ifa Administrator

    5 days ago

    Chorley, United Kingdom Idex Full time

    My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. **Key Tasks**: - Daily contact for advisors, updating and liaising to conclude work related tasks - Submission and completion of new business cases adhering to the compliance and new business...

  • Ifa Administrator

    1 day ago

    Chorley, United Kingdom Idex Full time

    My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. **Key Tasks**: - Daily contact for advisors, updating and liaising to conclude work related tasks - Submission and completion of new business cases adhering to the compliance and new business...

  • Administrator

    1 week ago

    Chorley, United Kingdom Carlton Mays Full time

    IFA Administrator | Chorley | c £18K - £25K Neg / DOE We are seeking an experienced Administrator to join our client at their office in Chorley. A background in Financial Services is desirable but not essential. You will be supporting the Advisers to provide the best advice and service. **Duties include**: Act as point of contact for all clients and...

  • Administrator (Financial Adviser Support)

    7 days ago

    Chorley, United Kingdom Cheetham Jackson Ltd Full time

    **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of. You will be joining us in an exciting chapter of growth. We want to make a positive impact on the...

  • Administrator (Financial Services)

    2 weeks ago

    Chorley PR SY, United Kingdom Cheetham Jackson Full time £22,000 - £40,000 per year

    Job Title: Client Fulfilment and ResearchSalary: Starting at £22,250 PAHours: Monday – Friday 9am – 5pm (35 hours a week)Location: ChorleyAbout us:Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that...