IFA ADMINISTRATOR
CENTRAL MANCHESTER - PERFECT LOCATION!
24000 - 28000 + BENEFITS
Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on the Tram line, they are now looking to recruit an additional Administrator to form part of their friendly and well established team.
Supporting a team of four Financial Advisers and working as a wider Admin team of five, the successful Candidate will be responsible for;
" Working in a team of 4 people supporting 3 financial advisers in a wide range of administration duties
" Processing new business applications from start to finish
" Instructing trades on client portfolios
" Investigating and resolving queries raised by clients and the financial advisers
" Opening the post, scanning and tasking on a daily basis
" Liaising with clients to arrange appointments
" Liaising with 3rd parties and providers to ensure all portfolios are managed efficiently
" Assisting with researching the investment funds we have on our panel - member of the inhouse fund committee
" Assisting with checking files for the advisers ensuring they meet internal standards and apply to current legislation
" Monito...