Ifa Administrator - Manchester, United Kingdom - IDEX Consulting Ltd
Description
My client is currently looking for an IFA Administrator to join them in Manchester.The Role:
- To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes
- To build relationships with clients and maintain regular contact
- Maintain backoffice systems and client records in line with the company policies
- Request policy information from third party policy providers if applicable
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
- Proven experience working in the financial services industry
- A strong ethic of client service
- Ability to work under pressure and to prioritise work
- Excellent communication skills both written and verbal, influencing and organisational skills
- Ability to use judgement and reasoning to propose solutions to problems
As a colleague here you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.
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