Job Description
IFA ADMINISTRATOR
CENTRAL MANCHESTER - PERFECT LOCATION!
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
" Monitoring the remuneration to ensure it its applied correctly and chasing outstanding payments
" Running the monthly business reports for the firm and reporting to the Managing Director
" Producing monthly reports which monitor the performance of the funds on the panel and reporting any anomalies to the Managing Director
Candidates applying for the role will either come from an IFA Admin background or should have been working as an Administrator for a Provider. You will be a hard worker and a strong team player, committed to providing clients with the best service. Strong accuracy and attention to detail is also required within the role, as are strong communication and organisation skills.
NJR16008