£28K/yr to £30K/yr
England, United Kingdom
Permanent, Variable

IFA Administrator

Posted by Reed.

IFA Administrator

Location: Heaton Mersey

Salary: £28,000 - £31,000

We are seeking an experienced IFA Administrator with a minimum of 2 years' experience in an IFA practice, to provide first-class customer service and administrative support. The role involves managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.

Day-to-day of the role:

  • Manage a bank of consultants and their clients, providing excellent customer service and administrative support
  • Process transfers, top-ups, withdrawals, income, contributions, fund switches, Bed & ISA, and protection accurately and through to completion
  • Understand third-party providers' platforms and processing times
  • Manage individual workload using a personal diary system on Client Management to ensure timely completion of tasks
  • Investigate and handle any client/consultant queries
  • Manage post relating to new business cases
  • Handle client/provider queries over the phone and via email
  • Maintain client records on the back-office system
  • Cover receptionist duties, including managing post, phone calls, greeting clients, and dealing with third-party suppliers

Required Skills & Qualifications:

  • Minimum of 2 years' experience working for an IFA practice
  • Experience and understanding of pension and investment products
  • Excellent interpersonal and communication skills
  • Efficiency, accuracy, and attention to detail
  • Self-motivated with the initiative to take on tasks
  • Strong organisational skills with the ability to multitask
  • Excellent telephone manner
  • Experience with Intelligent Office (IO) would be desirable

Benefits:

  • 26 holidays per year, plus an extra day for your birthday and additional days during the Christmas period
  • Hybrid working model post-probation, with a 50/50 split between office and home
  • Flexible working hours between 8am to 6pm, with core hours from 10am to 4pm
  • 37.5-hour workweek
  • Company Pension Scheme
  • Access to Benefit Hub for discounts on products and tickets
  • Group Life Scheme
  • Performance-related bonus

Apply today and we will be in touch!

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