IFA Administrator

Reed Insurance
Greater Manchester, Manchester
10 Jul 2017
09 Aug 2017
Contract Type
Full Time
A Financial Planners in Manchester City Centre is seeking an IFA Administrator to provide full support to the advisers which will include;

• Providing comprehensive support to financial advisers.
• Administering Investments, Pensions and Protection for individual clients
• Submitting new business and servicing - protection, investments, top-ups, pension transfers and drawdown
• Obtaining illustrations and application packs
• Producing up to date valuation reports for clients
• Liaising with colleagues, clients and product providers

As an IFA Administrator you will be expected to work closely with all staff within the business to ensure a smooth yet compliant process is followed, and assist in providing a great client service.

The ideal candidate will:
• Have previous experience in a similar IFA Administration role.
• Have some industry specific qualifications or is working towards.
• Be well organised and meticulous, with strong work ethic.
• Have excellent written and oral communication skills.

In return you will receive a very competitive salary and benefits package.

Please feel free to contact me on 0161 833 2033 / richard.kunman@reedglobal.com to discuss this opportunity or for a confidential conversation regarding your job search and career goals.

*Reed offer up to a £300 rewards for any successful referral

Reed Specialist Recruitment Limited is an employment agency and employment business