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IFA Administrator

3 months ago

Manchester, Greater Manchester, United Kingdom Medlock Partners Full time

IFA Administrator Manchester

Salary up to £30,000 (Experience dependant) 26 days holiday, You will receive an additional days leave 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 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:


  • 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.
  • Complete all relevant Compliance associated
  • You will be responsible for supporting dedicated Advisors, which will aid an enhance the Client experience and your knowledge
  • 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.
  • Working and liaising effectively Closely with Director’s and Advisors
  • Co-ordination of Advisers Diary, scheduling meetings etc
  • 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.