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Job Location | Wigan |
Education | Not Mentioned |
Salary | £28,000 - £32,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
SENIOR IFA ADMINISTRATORLOCATION | WIGANSALAYUP TO 32,000One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client serviceis delivered to the excellent standard expected by the firm.What youll be doing:" Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner "Sort and allocate the post when necessary" Meet and greet visitors when necessary"Prepare client valuations and ensure back office system is updated (Intelligent Office)" Prepare review packs when necessary "Fully utilise back office system and ensure it is kept up to date with accurate information" Process new business and follow up until policy issue" Scan and file documents using the document management system (Papercloud)" Process client withdrawals and Bed & ISA transfers "Disinvest to ensure adviser charges are paid when necessary" Complete fund switches on client portfoliosWhat youd have:" Excellent interpersonal skills both written and verbal" Accurate with good attention to detail" Excellent time management "Excellent IT skills including knowledge of Microsoft Office products "Detailed knowledge of the FCAs rules and requirements" Broad knowledge of the financial services sector "At least 5 years within an IFA environmentPlease apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765