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.
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.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Have an understanding of 3rd party providers platforms and processing times.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
Benefits: 25 Days Holiday BH, Flex Benefits (EMCOR UK discount scheme), Family-friendly benefits
About EMCOR UK
We prioritise people in everything we do, collaborating closely with our customers to understand all their needs, from the big picture to day-to-day operations.
At EMCOR UK, we revolutionise facilities management by combining our engineering heritage and innovation capability.
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.