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SIPP / IFA Administrator

Job LocationKnutsford
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

** SIPP / IFA ADMINISTRATOR **** LOCATION: Knutsford **** SALARY Up to £26,000 **We are currently working in Partnership with an expanding partner practice of St James Place. Providing specialist face to face financial advice and planning to Professionals, Business owners, Senior Management and Families, our Client is now keen to recruitan additional team member to join them in the capacity of Practice Support. The successful Candidate will be a SIPP expert, and take full ownership for the Pension Administrator, alongside other general Financial Adviser support. This is an exciting opportunityto join an expanding practice and will give someone the opportunity to take ownership and really develop. Our Client is also a huge believer of promoting from within, and they will fully support and encourage those who are keen to undertake the industry relatedCII examinations.Duties will include;

  • First point of contact for clients within your portfolio and to be aware of all client issues and detail
  • Inputting data on to the system within a timely manner
  • Dealing with routine correspondence including contact with clients, their advisers and product providers both by postal correspondence, fax, e-mail and telephone
  • Ensuring all HMRC and FSA deadlines are met
  • Organise and prioritise work including managing clients expectations
  • Maintenance of paper and electronic filing systems for correspondence and documents including scanning and archiving
  • Preparation of new business documentation
  • General administration duties
The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagernessand drive to succeed.For further information please contact one of our specialist consultants quoting REF: NJR 12057

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