IFA Administrator

Taylor James Professional Recruitment LTD
United Kingdom
11 Jan 2018
16 Feb 2018
Contract Type
Full Time

FS Administrator / Adviser Support / IFA Administrator / south Manchester / Permanent / Salary / £20,000 - £24,000 + Bonus / Study Support

A first class position has opened with our Financial Services client based south of the city of Manchester.

This role will provide the successful candidate with structured career development within a highly experienced team.

As an experienced IFA Administrator, you will be tasked in dealing with complex cases and HNW cliental, an overview of duties & responsibilities are as follows:

  • To support Paraplanners and Advisers
  • To process new business applications
  • To carry out all new applications in a compliant manner
  • To ensure all paperwork is completed accurately and correctly
  • To update the back office system
  • Dealing with both incoming and outgoing post when required
  • To deal with any client correspondence in a professional manner
  • Responsible for keeping clients and Adviser updated with case progress
  • To obtain and provide client valuations
  • To maintain up to date client files

To be considered for this opportunity, please submit the latest version of your CV. Alternatively please call Paul Taylor on 0161-660-2090.