IFA Administrator in Altrincham - CV-Library

Our client based in Hale, Altrincham is currently looking to recruit an experienced IFA Administrator on a permanent basis...

To provide efficient, friendly, and professional administration support to both clients & IFAs.

The Role:

Dealing with adhoc queries from Advisers/Clients/Providers

Tasks to be recorded and maintained via back-office systems

Maintenance of client files

Postal activity (incoming/outgoing)

New business processing (Online/Post)

Loading relevant data on to CRM database

Processing Letters of Authority

Valuations

Liaise with 3rd Party Providers & Paraplanners

Preparing Client Meeting Packs

Gather quotes/illustrations / Fact Sheets / Order Projections

Booking Client Review Appointments & Managing IFA’s diary

Print & Bind Client Suitability Reports

Administration of client investment funds, constructing client portfolios

Update IFA & Client on progress on New Business cases

Maintenance of all client policy data & associated income expectancies

Process Client Withdrawals as and when required

Requirements:

Excellent accuracy skills and attention to detail

An excellent team player with an adaptable and flexible approach to work

Ability to build and develop effective working relationships at all levels

Financial services industry/wealth management experience – Essential

Experience of working within defined service standards, policies and procedures

Longevity and proven commitment within previous employment – Essential

Package:

Salary: Competitive depending on experience

Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)

Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)

Study support for industry-related qualifications

Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)