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IFA Administrator

NJR Recruitment
Job LocationManchester
EducationNot Mentioned
Salary20,000 - 28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our Client is a National, well established and credible firm of Investment Managers & Chartered Financial Planners with offices based in core cities are now looking to recruit an additional Administrator to join their exceptionally busy team in Central Manchester.Providing execution-only investment services predominantly to private investors, as well as financial planning, investment management and investment advisory services, this is an exciting opportunity for someone to work for a National Firm who offer fantasticcareer development.Working within an incredibly busy team environment, the successful candidate will take full responsibility for providing direct support to allocated Advisers (Between 1-2) where you will undertake extensive administrative tasks including;

  • Responsible for client servicing and the preparation of new business and client review packs for meetings
  • Obtaining accurate client portfolio valuations and production of valuation statements
  • Preparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices
  • Submission of applications
  • Regular contact with clients and product providers
  • Servicing of existing clients ISA/GIA/SIPP/Bond holdings to provide effective cash management for payment of fees/income/adviser charges
  • Responsible for client on-boarding and ensuring that all tasks are carried out to FCA regulatory requirements
  • Obtaining Anti-Money Laundering evidence and conducting electronic checks for new, as well as existing, clients
  • Back offices systems - Adviser Office & XPLAN
To apply for the role candidates should good experience of working within Financial Planning as an Administrator. You will have strong product knowledge, specifically around Pensions, ISA, Investments AND Investment Bonds. The use of Provider Platforms,and a number of back office systems is also essential. You will be asked to provide examples of working under pressure, and therefore someone who can demonstrate the ability to work in a fast paced environment, whilst handling a number of tasks at any onetime is absolutely essential.Strong communication skills are also required, as is the ability to build strong business relationships with colleagues and external Clients.

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