IFA Administrator
Posted on Sep 25, 2024 by CV-Library
Cheadle, Borough of Stockport, Greater Manchester, United Kingdom
Accountancy
Immediate Start
£26k - £31k Annual
Full-Time
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
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
Reference: 222380415
https://jobs.careeraddict.com/post/95567728
IFA Administrator
Posted on Sep 25, 2024 by CV-Library
Cheadle, Borough of Stockport, Greater Manchester, United Kingdom
Accountancy
Immediate Start
£26k - £31k Annual
Full-Time
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
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
Reference: 222380415
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