IFA Administrator - #1128100

Page Personnel


Date: 2 weeks ago
City: Manchester
Salary: £26,000 - £30,000 / year
Contract type: Full time
Work schedule: Full day
Page Personnel

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 rules

Profile

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 skills

Job 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

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