IFA Administrator

Job Overview

IFA ADMINISTATOR – STOCKPORT– PERMANENT – UP TO £30k DOE – FULL TIME 37.5 HOURS – STARTS ASAP

Our client is a well-established provider in their field who have become a trusted name to their clients. They are looking for a diligent and dynamic person who can join their Client Relationship team.

Duties include :

• Understanding 3rd party providers platforms and processing times
• Process transfer, Top-up’s, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and protection in an accurate and timely manner
• Managing your individual workload using personal diary system to ensure that all tasks are completed in a timely fashion.
• Investigating and handling any client queries
• Managing post relating to new business cases
• Dealing with queries over the phone and via email.
• Understanding the internal compliance procedures and the requirements of 3rd party providers
• Maintaining client records on back-office system
• Covering receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.

The successful candidate will have worked previously in an IFA Admin role, be a confident communicator and the ability to manage own workload.

Send your CV to Ellie or Charlotte at Forrest Recruitment Limited then give us a call on 01625 533844 for a confidential discussion.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.