IFA Administrator (9 Month Contract)

Heat Recruitment
28 Nov 2016
13 Dec 2016
Contract Type
Full Time
Job Title: IFA Administrator (9 Month Contract) Location: Manchester Salary: GBP15,000 - GBP18,000 An exciting opportunity has arisen within a bespoke financial planning firm for an administrator to join their growing team. Within the role, you will be responsible for the day-to-day general administration of the business, assisting the partners and supporting the team. The role will require someone who has excellent communication skills both face to face and over the telephone. You will be joining a reputable financial planning firm that offer flexible working hours and an environment that will allow you to progress in your career. Key responsibilities Prepare client meeting packs (Ensuring information for existing policies with other providers are up to date).To proof read suitability letters, before they are sent to the client.Action fund switches/change of contributions/withdrawals Requesting illustrations and to action and chase client requests for pensions and investments. Attend relevant courses and seminars where appropriate, to improve development.Update clients on the progress of the application and when terms have been issued. Relevant Skills and Experience Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.Approach work positively with a can-do attitude and take responsibility for your tasks. Holidays: 20 + bank holidays