IFA Administrator

Our client leading Wealth Management firm in Altrincham looking to recruit an IFA Administrator into their Pension & Investment Team.

Candidates applying should have a minimum of two years experience within this type of role and have a very high level of attention to detail along with the ability to work independently managing their own workload of tasks delegated by the Team Manager.

Our client supports their staff with their professional development which includes paying a bonus on each exam passed.

Requirements

Day to day duties will include –

Processing and submitting new business adhering to the new business workflow.

Submitting Letters of Authority and collating all of the required plan details for research and analysis.

Meeting and greeting clients, answering and dealing with incoming enquiries

Portfolio rebalancing, buying and sellingAccurately processing client withdrawals and contributions and monitoring these through to completion.

Preparing clients packs for Annual Review meetings and then completing the work required post meeting

Writing basic Suitability Reports

Completing research for new business cases, primarily fund and cost analysis Previous experience with the following would be very useful –

Intelliflo

A J Bell

Transact

Royal London

Canada Life International

FE Analytics

Benefits

This role is fully office based however the option to work flexibly for two days a wee...