Ifa Administrator

  • Stockport
  • Page Personnel

IFA Administrator

  • Growing financial firm in south Manchester

About Our Client : This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

Based in a great location in Stockport, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.

As IFA Administrator, you will be responsible for:

  • Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
  • Processing transfers, top ups, withdrawals, income, contributions, fund switches, Bed & ISA and Protection in an accurate manner through to completion
  • 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
  • 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

The Successful Applicant : The successful applicant for this role must have the following skills and experience:

  • Previous experience working in an IFA or financial planning firm
  • Knowledge of whole of market
  • Strong administration skill set
  • Great communication skills
  • Up to date with current FCA Legislation would be ideal
  • Intelligent Office experience is desirable

What's on Offer : As IFA Administrator, you will get:

  • £24,000-28,000 salary
  • 26 days holiday plus birthday off
  • Xmas shutdown
  • Pension contribution
  • Hybrid working
  • Flexible working hours
  • Great environment to learn and develop
  • Social events and awards
  • Special training and development programmes/opportunities