Our award winning Manchester based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Duties & responsibilities will include:
*Processing new business applications across the key financial products
*Submitting transaction & trade requests including fund switches on and off platform
*Obtaining illustrations & product literature
*Acquiring client portfolio valuations
*Mentor and train junior team members
*Preparation of annual review packs for client meetings
*Acting as a key point of contact for financial planners & clients
*Liaising with product providers
*Actioning LOAs
*Maintaining an accurate record of the client’s financial situation
The candidate:
*Experience managing / training junior team members (desirable)
*IFA/ financial planning administration experience (essential)
*Experience of using Intelligent Office (desirable)
*knowledge of provider platforms
*Highly organised
What’s on offer:
*Starting basic salary of up to £36,000
*Home working & felxible working hours
*27 days holiday
*Full study support inclusive of training courses
*Structured career progression
*DIS
Please contact Matthew Biddle 0161-820-2688 or submit the latest version of your CV to be considered for this opportunity.