IFA Administrator

IFA Administrator
Up to 30K based on experience
Stockport
Monday - Friday (50/50 hybrid working once passed probation)

An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester.

About the IFA Administrator opportunity:

Sitting within the Client Services department, your role will primarily be centred around the firm's clients - you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business.

About the IFA Administrator role:

• Dealing with client/provider queries over the phone and via email.
• Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
• Issuing and chasing client Letters of Authority to providers & collating information when received.
• Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms

About the IFA Administrator package / benefits:

• Circa 26,000 - 30,000 salary with reviews based on experience / qualifications
• 26 days holiday + bank holidays - increases with length of service
• Optional health care scheme
• Pension
• Death in Service and Group Life
• Exam funding/study support

If you are interested in the opportunity and believe you have the necessary experience, please get in touch or apply online.