IFA Administrator

J2 Consultancy Ltd
Bury, UK
19 Jul 2019
24 Jul 2019
Contract Type
Full Time
A highly respected firm of Financial Planners who provide market-leading wealth solutions are now delighted to be able to add to their team with the addition of a IFA Administrator to their office in the Bury area.

Working as part of a face paced, busy and very friendly team you will be supporting a team of 3 Advisers alongside the Administration team. The successful candidates will be responsible for;
  • Liaising with Companies/Providers to chase for client financial information
  • Preparation of illustrations
  • Chasing up Letters of Authority and liaising with product providers.
  • Management of client database systems and internal intranet systems
  • Production of reports by collating information from various sources
  • Meeting preparation documentation
  • Diary and email management
  • Downloading Financial Services Wealth Accounts and client valuations
  • Assisting with all aspects of the mortgage process and liaise with advisers, clients, lenders and solicitors

The successful candidate will need to have proven experience working as a IFA Administrator - preferably within an Financial Planning environment with knowledge of investment and pension products. You will have excellent Microsoft and Excel skills solid communication and interpersonal skills.

Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information, please don't hesitate in contacting one our specialist consultants on 0161 416 6943

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