Location
Stockport
Salary £24000 - £26000 TypePermanent WorkplaceHybrid Ref83916
Recruiter Managing This Role
IFA Administrator
Circa £26,000
Stockport
Monday Friday
An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester.
About the opportunity:
Sitting within the Client Services department, your role will primarily be centred around the firms clients you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business.
About the IFA Administrator role:
1. Dealing with client/provider queries over the phone and via email.
2. Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
3. Issuing and chasing client Letters of Authority to providers & collating information when received.
4. Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms
About the package / benefits:
5. Circa £26,000 salary with reviews based on experience / qualifications
6. 25 days holiday + bank holidays increases with length of service
7. Optional health care scheme
8. 5/5 pension scheme
9. 4 x Death in Service
10. Exam funding/study support
If you are interested in the opportunity and believe you have the necessary experience, please get in touch or apply online.
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