Reporting to the Service Development Manager, the Independence and Wellbeing Administrator will be part of a specialist team responsible for the development and improvement of our services.
They will be responsible for ensuring the smooth and efficient operation of the Independence and Wellbeing department's administration processes and will provide co-ordination and support to the department.
Benefits: Competitive pension, 26 days holiday plus bank holidays, increasing with service, cycle to work scheme, season ticket loans for public transport plus much more.
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester.
This is a great job opportunity to join an established and successful company.
You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
This respected IFA firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Stockport.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm.
Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred.
Main duties & responsibilities
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions.
Managing workload using a personal diary system.
This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.