IFA Administrator

IFA ADMINISTRATOR

STOCKPORT

FREE ON-SITE PARKING!

SALARY UP TO £30,000

Our client is a firm of Independent Financial Planners who are expanding and now require an additional Administrator to work from their offices in the Stockport area. The role will report into the Technical Services Manager where you will be responsible for providing first class support to the Financial Advisers.

Daily duties will consist of;

" Provide effective admin support to the Advisers & Head of Office

" Assisting the Paraplanners & Advisers with processing of cases

" Providing relevant MD data

" Complete all general correspondence as required ensuring that the Advisers and clients are provided with an effective and efficient service

" Produce client summaries as requested for new and existing clients within specified deadlines

" Preparing Client Review Packs

" Advise product providers of changes of agency and sending and chasing Letters of Authority to providers

" Complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/ Adviser to continue with the case

" Ensure that all new business is input to Back Office system accurately, including commission expectations and Adviser Fees to ensure payments are matched

" Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider

" Answer the telephone in a polite and professional manner

" Liaise effectively with clients, product providers, paraplanners and advisers

" General typing of correspondence

Candidates applying for the role will ideally offer a minimum of two years' experience working for a firm of Financial Planners in the capacity of an Administrator. Use of Provider Platforms and Back Office Systems are required.

NJR15922