Salary :
£75 monthly
Our client leading Wealth Management firm in Altrincham
looking to recruit an IFA Administrator into their Pension & Investment
Team.
Candidates applying should have a minimum of two years experience within this type of role and have a very high level of attention to
detail along with the ability to work independently managing their own workload
of tasks delegated by the Team Manager.
Our client supports their staff with their professional
development which includes paying a bonus on each exam passed.
Day to day duties will include –
Processing and submitting new business adhering to the new business workflow.
Submitting Letters of Authority and collating all of the required plan details for research and analysis.
Meeting and greeting clients, answering and dealing with incoming enquiries
Portfolio rebalancing, buying and sellingAccurately processing client withdrawals and contributions and monitoring these through to completion.
Preparing clients packs for Annual Review meetings and then completing the work required post meeting
Writing basic Suitability Reports
Completing research for new business cases, primarily fund and cost analysis
Previous experience with the following would be very useful –
Intelliflo
A J Bell
Transact
Royal London
Canada Life International
FE Analytics
This role is fully office based however the option to
work flexibly for two days a week would be available for the right candidate
after a training period.
Full time 9.00 -5.00 Monday – Friday 24 days holiday
Salary is subject to experience plus team bonus
Company Pension
Income Protection - 75% of salary, payable after a 13 -week deferred period.
Group life cover (death in service) - 4x salary
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