IFA Administrator

Heat Recruitment Ltd • Other • Manchester, Not Specified, United Kingdom • 2w ago

IFA Administrator
Up to 30K based on experience
Stockport
Monday - Friday (50/50 hybrid working once passed probation)

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 IFA Administrator opportunity:

Sitting within the Client Services department, your role will primarily be centred around the firm's 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:

Dealing with client/provider queries over the phone and via email.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Issuing and chasing client Letters of Authority to providers & collating information when received.
Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms

About the IFA Administrator package / benefits:

Circa 26,000 - 30,000 salary with reviews based on experience / qualifications
26 days holiday + bank holidays - increases with length of service
Optional health care scheme
Pension
Death in Service and Group Life
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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