IFA Administrator - £29,000-£31,000 - Manchester with Hybrid working
This is a fantastic opportunity to join one of Manchester's leading Financial Advice firms, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within.
Responsibilities
- Compile Letters of Authority, sending to Insurance Providers and collating policy information when received for Paraplanners, Financial Advisers
- Process New Business Applications in agreed timeframe
- Ensure all new business submitted to the insurance providers is fully completed and compliant
- Update New Business Register and back-office system with new application information
- Monitor new business progress and chase outstanding documentation on behalf of the Financial Advisers
- Check accuracy of Policy Documentation
- Produce Portfolio Valuations and Summary Reports for Financial Adviser review meetings
- General client servicing, change of policy information
- General administration duties
Details and package
- Full time, permanent position
- Salary £29,000 to £31,000 per annum, depending on experience
- Profit share
- Hybrid working available, 3 days office based and 2 working from home
- Flexible hours available after probation, subject to your requested hours being available within the team
- 4 x DIS,
- AE Pension from day 1, 5% and 5% pension enhancement after 12 months.
- Private Medical Insurance
You will need to have experience supporting Financial Advisers in an administrative role to be considered.