IFA Administrator

We are working with a successful financial services organisation in Stockport to recruit for an IFA Administrator to join their growing administration function.

Client Details

This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

Based in a great location in Stockport, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.

Description

As IFA Administrator, you will be responsible for:

• Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
• Processing transfers, top ups, withdrawals, income, contributions, fund switches, Bed & ISA and Protection in an accurate manner through to completion
• Administration support for valuations, transfers and client reviews in preparation for client meetings
• Liaising with client and advisers with updates, changes and all matters relating to their financial matters
• Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
• Providing policy documents to client where appropriate
• Providing administration support to advisers following meetings with clients with agreed timescales
• Highlighting breaches or complaints to the Compliance Manager as quick as possible

Profile

The successful applicant for this role must have the following skills and experience:

• Previous experience working in an IFA or financial planning firm
• Knowledge of whole of market
• Strong administration skill set
• Great communication skills
• Good working knowledge of Microsoft applications
• Up to date with current FCA Legislation would be ideal
• Intelligent Office experience is desirable

Job Offer

As IFA Administrator, you will get:

• Up to �30,000 salary
• 26 days holiday plus birthday off
• Xmas shutdown
• Pension contribution
• Work from home 2-3 days a week
• Flexible working hours
• Great environment to learn and develop
• Social events and awards
• Special training and development programmes/opportunities