IFA Administrator – Financial Services J – 592
Altrincham
£18,000 – £22,000
Professional IFA practice who provide financial advice around pensions and retirement planning, savings and investments, inheritance tax planning, mortgages and auto enrolment are looking for a new member of the team to support them in the provision of first class financial planning to their long established local client bank.
Along with other support members you will provide support directly to the advisers. The team have been stable for some time and as such have good working relationships, the evironment is vibrant and lively.
Main day-to-day duties and responsibilities
The processing and chasing new business on behalf of 3 of the IFAs in a compliant and timely manner
The recording of the above on to the back office system and scanning the completed file to client record accurately
Sending letters or authority and speaking to insurance companies to request information on a variety of matters
Answering the phone, dealing with clients, making appointments for advisers in Outlook
Dealing with post
Obtaining client quotations from providers
Producing portfolio reports for the adviser to review client investments
Checking and issuing policy documentation.
Skills that the ideal candidate must have..
Experience working within an IFA practice, although no industry exams are necessary
Must have good interpersonal/commuication skills and excellent telephone manner
Must like working as part of a team and be able to manage own workload
Have a keen eye for detail
Mortgage experience would be an advantage
9-5 Monday to Friday
20 days holiday plus sick pay.
5% pension contribution
DIS x 4
To apply for this position please contact us for a discussion, call the office on 0161 973 0133 or email your CV to Diana Sproston here.
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