IFA Administrator

Job Overview

Financial Services Administrator – Altrincham – Permanent – Up to £32,000doe

A Financial planning company are looking for an IFA Client Support Associate to come and join their team of experienced consultants to help provide efficient support. If you have experience within customer services, client services or Account management within the IFA, Pension, or Investment sectors this would be a great opportunity for you.

• Providing an efficient new business processing service for a team of IFA sales consultants, completing trade and fund switches
• Liaising with product providers and ensuring that all new business is set up correctly
• Providing admin support in relation to valuations, transfer of servicing and client reviews, in order to allow sales consultants to conduct efficient client meetings
• Providing an effective link between each client and consultant, ensuring both are kept up to date with all matters relating to their financial affairs
• Preparing invoices for client work undertaken
• Issuing policy documents where appropriate and post-meeting admin support to the team of consultants
• Progression opportunities – working for a growing organisation

The ideal candidate will have two years’ worth of experience working for an IFA and the ability to build relationships. If you have administrative or Client Support experience working directly for a Financial Advisor, or for a Pension or Investment provider then please apply to today.