IFA Administrator

IFA Administrator, Stockport, £30 - £31K depending on experience + excellent benefits

Working for a well established financial planning organisation who have won awards and have a fantastic reputation in their field.

• Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager
• Processing transfers, top ups, withdrawals, income, contributions, fund switches, BED and ISA and protection in an accurate and timely fashion through to completion
• Using 3rd party platforms and have an understanding of their processing times
• Managing your own individual workload using a personal diary system to ensure tasks are completed and on time
• Investigating and handling any client or Consultant queries
• Managing post relating to new business cases
• Dealing with client and provider queries by phone and email
• Following compliance procedures and requirements of 3rd party providers
• Keeping client records updated on the back office systems
• Occasionally covering the reception area when required, greeting visitors, managing the post and answering calls.

The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to detail, must be someone who has strong organisational skills with the ability to multi-task, experience of using IO would be very desirable.

The role pays a competitive salary along with a whole range of great benefits including hybrid working after a probationary period, flexible working hours, contributory group pension scheme, Income protection scheme, 25 days holiday + statutory bank holidays increasing with length of service up to 28 days, free parking on site, 4 X Salary Life assurance and modern office facilities.

For further information about this opportunity please forward your CV to Louise at for immediate consideration, I look forward to hearing from you.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.

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