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

• 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

Benefits

• 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

About You

• 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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