IFA ADMINISTATOR STOCKPORT PERMANENT UP TO £30k DOE FULL TIME 37.5 HOURS STARTS ASAP
Our client is a well-established provider in their field who have become a trusted name to their clients. They are looking for a diligent and dynamic person who can join their Client Relationship team.
Duties include:
* Understanding 3rd party providers platforms and processing times
* Process transfer, Top-ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and protection in an accurate and timely manner
* Managing your individual workload using personal diary system to ensure that all tasks are completed in a timely fashion.
* Investigating and handling any client queries
* Managing post relating to new business cases
* Dealing with queries over the phone and via email.
* Understanding the internal compliance procedures and the requirements of 3rd party providers
* Maintaining client records on back-office system
* Covering receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
The successful candidate will have worked previously in an IFA Admin role, be a confident communicator and the ability to manage own workload.
Send your CV to Ellie or Charlotte at Forrest Recruitment Limited then give us a call on 01625 533844 for a confidential discussion.
Please note that due to t...