- Processing new business applications
- Processing fund switches, surrenders, income and investment withdrawals
- Product and fund research for new investments and top ups, using systems such as Adviser Asset and FE Analytics
- Obtaining all pre-sale documentation including quotations
- Acting as a point of contact for clients
- Collating information from product providers on clients existing arrangements
- Preparing valuation reports
- Servicing requests
- Writing advice and execution only letters
- Support and train other Adviser support and administration staff
- All tasks under Administrator role
- Adhere to the FCA's Conduct Rule
- Great opportunity to build a career within the financial services sector
- A chance to work for a company with great future prospects
- Options for support towards study for recognised financial services qualifications as your career develops
- Working hours 9am - 5pm Monday to Friday
- HR contributes 8% into your pension (after 3 months)
- 3x salary death in service (after 3 months)
- 1x salary group critical illness benefit (After 12 months)
- 24 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
- Bonus scheme
- Exam bonuses
- Confident IT skills with MS Office including Word, Excel and Outlook
- Excellent understanding of pensions, investments and protection products
- Excellent understanding of providers and platforms such as Standard Life, AJ Bell, Aviva etc.
- Able to provide training to other members of the IFA team
- Excellent time management and organisation skills
- Excellent attention to detail
- Willingness to learn and take on ad hoc tasks as and when required
- Excellent communication skills including listening, verbal and written
- Ability to interact with colleagues and other stakeholders politely and courteously
- Excellent customer care
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IFA Administrator - Manchester, United Kingdom - Idex
Description
My client is a chartered financial planning business in central Manchester. They are looking for an experienced IFA Administrator to provide one to one support for selected Advisers within the firm.
The role
Benefits
About You
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
