IFA Administrator - £29,000-£31,000 - Manchester with Hybrid working
This is a fantastic opportunity to join one of Manchester’s leading Financial Advice firms, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within.
Responsibilities
* Compile Letters of Authority, sending to Insurance Providers and collating policy information when received for Paraplanners, Financial Advisers
* Process New Business Applications in agreed timeframe
* Ensure all new business submitted to the insurance providers is fully completed and compliant
* Update New Business Register and back-office system with new application information
* Monitor new business progress and chase outstanding documentation on behalf of the Financial Advisers
* Check accuracy of Policy Documentation
* Produce Portfolio Valuations and Summary Reports for Financial Adviser review meetings
* General client servicing, change of policy information
* General administration duties
Details and package
1. Full time, permanent position
2. Salary £29,000 to £31,000 per annum, depending on experience
3. Profit share
4. Hybrid working available, 3 days office based and 2 working from home
5. Flexible hours available after probation, subject to your requested hours being availa...