Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
Role responsibilities:
The role of Financial Planning / IFA Administrator is to support the Paraplanners and Financial Advisers in delivering a first class and compliant service:
* Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
* 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 ...