IFA Administrator

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:

Processing new business
Producing and sending the client annual review packs by obtaining valuations, performance information and charges disclosures
Uploading client data and maintaining the back-office system ie. from work produced, statements and fact finds
Matching commission payments in the back-office system
Pensions administration for various group schemes and providing quotes for the group risk renewals
Dealing with incoming queries from clients
Arranging client meetings for advisers
Maintaining Investment Risk Questionnaires with the system
Adhering to FCA conduct rulesProfile

For this IFA Administrator role, you must have:

A solid academic background ideally to degree, and a business related degree which stand out - Business, Maths, Economics, Accounting or Finance
Experience in administration would be desirable ideally within financial services
Strong time management skills
Excellent attention to detail
Willingness to learn and develop in a financial services firm
Excellent communication skillsJob Offer

As IFA Administrator, you will get:

£(phone number removed)
Work from home options available - 2-3 days a week
Company bonus scheme
Study support with a bonus for every exam passed
Pension contribution - 5% employer
Death in service
Critical illness cover
25 days holiday including bank holidays
Chance to work at a growing firm with big prospects