Location
Stockport
Salary
£24000 - £26000
TypePermanent
WorkplaceHybrid
Ref83916
IFA Administrator
Circa £26,000
Stockport
Monday – Friday
An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester.
About the opportunity:
Sitting within the Client Services department, your role will primarily be centred around the firm’s clients – you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business.
About the IFA Administrator role:
- Dealing with client/provider queries over the phone and via email.
- Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
- Issuing and chasing client Letters of Authority to providers & collating information when received.
- Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms
About the package / benefits:
- Circa £26,000 salary with reviews based on experience / qualifications
- 25 days holiday + bank holidays – increases with length of service
- Optional health care scheme
- 5/5 pension scheme
- 4 x Death in Service
- Exam funding/study support
If you are interested in the opportunity and believe you have the necessary experience, please get in touch or apply online.
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