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IFA Administrator

Resource Matters Ltd
Job LocationThe Embankment Business Park, Heaton Mersey
EducationNot Mentioned
Salary£24,000 - £28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 years experience in a whole of market environmentMain duties & responsibilities

  • Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
  • Have an understanding of 3rd party providers platforms and processing times
  • Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
  • Investigate and handle any client/consultant queries
  • Manage post relating to new business cases.
  • Dealing with client/provider queries over the phone and via email.
  • Understand our internal compliance procedures and the requirements of 3rd party providers
  • Maintaining client records on back-office system
  • Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
Experience & SkillsThe successful candidate will have a minimum of 1 years experience working for an IFA practice or Provider and experience or understanding of pension and investment products. They should be able to demonstrate the following skills:
  • Excellent interpersonal and communication skills
  • Efficiency, accuracy & attention to detail
  • Self-motivated and willing to take the initiative
  • Strong organisational skills with the ability to adapt and successfully multitask
  • Excellent telephone manner
  • IO experience would be desirable
Salary & Benefits
  • Salary is dependent on experience.
  • 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
  • Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
  • Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am-4pm.
  • 37.5 hours per week
  • Company Pension Scheme
  • Access to Benefit Hub which includes discounts to products, tickets etc
  • Group Life Scheme
Required skills
  • Administrative
  • Financial Services
  • Independent Financial Advice

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