IFA Administrator
Page Personnel
- Altrincham, Greater Manchester
- £30,000 per year
- Permanent
- Full-time
- Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
- Administration support for valuations, transfers and client reviews in preparation for client meetings
- Liaising with client and advisers with updates, changes and all matters relating to their financial matters
- Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
- Invoicing clients for work completed
- Providing policy documents to client where appropriate
- Providing administration support to advisers following meetings with clients with agreed timescales
- Highlighting breaches or complaints to the Compliance Manager as quick as possible
- Previous experience working in an IFA or financial planning firm
- Knowledge of financial products and funds
- Experience of report writing, valuations and appraisals would be ideal
- Strong administration skill set
- Great communication skills
- Good working knowledge of Microsoft applications
- Up to date with current FCA Legislation would be ideal
- Relevant qualifications include Certificate in Financial Services/Planning
- £30,000 salary
- 23 days holiday rising to 25 with options to buy more, as well as birthday off
- Study support for professional development
- Pension contribution
- Hybrid working
- Healthcare
- Great environment to learn and develop
- Death in service
- Annual discretionary bonus scheme
- Social events and awards
- Special training and development programmes/opportunities