IFA Administrator

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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