Job Description
Technical IFA Administrator
Stockport
Salary up to £31,000 (Experience dependant)
26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.
Full exam support
Group Life Scheme Hybrid working Flexible working hours
Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support.
Responsibilities:
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
1. Have an understanding of 3rd party providers platforms and processing times
2. Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
3. In...