Ifa Administrator - Manchester, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Manchester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An enthusiastic member is required to complement an existing team, who has at least 3 years' experience in working in an IFA practice and a good knowledge of using Intelligent Office.

To provide day-to-day support to clients and the Financial Consultants, including:

To proactively deliver a high level of technical support and excellent client service
To develop and maintain a good working relationship with Advisers, colleagues and management in order to provide an efficient and effective service
Daily fund trading on a range of investment platforms (AJ Bell & Quilter)
Transfer of servicing for new clients
Collating policy information
Conducting ad hoc project work
Submission and processing of new business to completion
To ensure that the information held on the IO database is accurate
Prioritise workload and diary management
Generating illustrations and valuations, for client reviews
General day to day servicing for our clients

Benefits: 25 days holiday, Pension, on-site car parking, BUPA, DIS & PHI. 2 days in the office 1 week, 3 the following on a rota.

Job Types:
Full-time, Permanent

Salary:
Up to £31,000.00 per year

Benefits: