Job description
My client is currently looking for an experienced IFA Administrator to join their team in Manchester.
The Role:
1. To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
2. To work closely with the aligned Financial Planners to deliver excellent client outcomes
3. To build relationships with clients and maintain regular contact
4. Maintain back-office systems and client records in line with the company policies
5. Request policy information from third party policy providers if applicable
6. Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
7. Preparation of meeting packs and valuations (as required)
8. Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
9. Proven experience working in the financial services industry
10. A strong ethic of client service
11. Ability to work under pressure and to prioritise work
12. Excellent communication skills both written and verbal, influencing and organisational skills
13. Ability to use judgement and reasoning to propose solutions to problems
As a colleague here you will have access to benefits that include:
14. Competitive salary
15. Private medical insurance
16. Life assurance
17. Pension contribution
18. Hybrid working mode
19. Option to purchase additional holiday
20. Shared parental leave