IFA Administrator

IFA Administrator Up to £30K based on experience Stockport Monday - Friday (50/50 hybrid working once passed probation) 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 IFA Administrator 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 IFA Administrator package / benefits: * Circa £26,000 - £30,000 salary with reviews based on experience / qualifications * 26 days holiday + bank holidays - increases with length of service * Optional health care scheme * Pension * Death in Service and Group Life * 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. #LI-SH1