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IFA Administrator

  • Salary: £17000.00 - £20000.00 per annum
  • Location: Greater Manchester
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Sep 2017
  • Job reference: 3185
My Client is currently looking for an experienced IFA Administrator to join their team in Manchester.

• Provide an efficient, friendly and professional service to both clients & IFA’s.
• Dealing with adhoc queries from Advisers/Clients/Providers (Pre & Post Sale)
• Tasks to be recorded and maintained via back office systems
• Maintenance of client files
• Processing Letters of Authority
• Liaise with 3rd Party Providers & Paraplanners
• Preparing Client Meeting Packs
• Gather quotes / illustrations / Fact Sheets / Order Projections
• Booking Client Review Appointments & Managing IFA’s diary
• Print & Bind Client Suitability Reports
• Process Client Withdrawals
• New business processing
• Loading relevant data on to CRM database
• Update IFA & Client of progress on New Business cases
• Maintenance of all client policy data & associated income expectancy's

Knowledge, Skills and Experience:
• Experience in an administration role within the financial services industry, ideally within an IFA practice
• Certificate or working towards certificate in Financial Administration
• A good knowledge and understanding of a wide range of financial products, including employee benefits products.
• Good knowledge of regulatory requirements
• Experience of working within defined service standards, policies and procedures
• A proven track record in delivering excellent client satisfaction
• Excellent accuracy skills and attention to detail
• Excellent communication and interpersonal skills
• Excellent accuracy skills and attention to detail
• Ability to build and develop effective working relationships at all levels
• Excellent administrative, planning and organisational skills
• A team player with an adaptable and flexible approach to work to suit business needs and changing priorities

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: