We are working on an exciting opportunity for an IFA Administrator based in Manchester. It is a full time role, however they are also willing to consider candidates who wish to work part time.
Client Details
This firm, based in Manchester city centre, was established almost 50 years ago and have built a strong reputation in the financial services industry. They have been awarded Chartered Financial Planner status (one of the first in the UK) and have an ambitious target of doubling the size of the business in the next five years. They are looking for a candidate who wants to join an ambitious company and be part of their growth plans, as well as looking to develop themselves with the full support and backing of the firm.
Description
As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team. Day to day, your role will include:
1. Processing new business
2. Producing and sending the client annual review packs by obtaining valuations, performance information and charges disclosures
3. Uploading client data and maintaining the back-office system ie. from work produced, statements and fact finds
4. Matching commission payments in the back-office system
5. Pensions administration for various group schemes and providing quotes for the group risk renewals
6. Dealing with incoming queries from clients
7. Arranging client meetings for ...