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IFA Administrator

  • Salary: £24000 - £28000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    28 Aug 2018
  • Job reference: 29835

My client is successful and highly respected wealth management practice in Manchester City Centre. They are currently looking for an experienced IFA Administrator to join their team.

The Role

  • First point of contact for clients and new business queries
  • Research and resolve client issues timely and efficiently
  • Coordinate and produce client valuations as part of the advice delivery process proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
  • Preparation for client meetings and attend as and when required
  • Process all business in accordance with required processes
  • Prepare and print illustrations, key features and applications as required
  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
  • Request policy information from third party policy providers
  • Maintain client records in accordance with internal compliance requirements
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: