Jobs

    Ifa Administrator - Manchester, United Kingdom - Page Personnel

    Page Personnel
    Page Personnel Manchester, United Kingdom

    3 weeks ago

    Page Personnel background
    Description
    We are working on an exciting opportunity for an IFA Administrator based in Manchester.

    It is a full time role, however they are also willing to consider candidates who wish to work part time.

    Client Details


    This firm, based in Manchester city centre, was established almost 50 years ago and have built a strong reputation in the financial services industry.

    They have been awarded Chartered Financial Planner status (one of the first in the UK) and have an ambitious target of doubling the size of the business in the next five years.

    They are looking for a candidate who wants to join an ambitious company and be part of their growth plans, as well as looking to develop themselves with the full support and backing of the firm.

    Description

    As IFA Administrator, you will provide administration support for advisers, paraplanners and wider team.

    Day to day, your role will include:
    Processing new business
    Producing and sending the client annual review packs by obtaining valuations, performance information and charges disclosures
    Uploading client data and maintaining the back-office system ie. from work produced, statements and fact finds
    Matching commission payments in the back-office system
    Pensions administration for various group schemes and providing quotes for the group risk renewals
    Dealing with incoming queries from clients
    Arranging client meetings for advisers
    Maintaining Investment Risk Questionnaires with the system
    Adhering to FCA conduct rulesProfile

    For this IFA Administrator role, you must have:
    A solid academic background ideally to degree, and a business related degree which stand out - Business, Maths, Economics, Accounting or Finance
    Experience in administration would be desirable ideally within financial services
    Strong time management skills
    Excellent attention to detail
    Willingness to learn and develop in a financial services firm
    Excellent communication skillsJob Offer

    As IFA Administrator, you will get:
    £(phone number removed)
    Work from home options available - 2-3 days a week
    Company bonus scheme
    Study support with a bonus for every exam passed
    Pension contribution - 5% employer
    Death in service
    Critical illness cover
    25 days holiday including bank holidays
    Chance to work at a growing firm with big prospects

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