Senior IFA Administrator

Overview

My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion.

Responsibilities

• Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support
• Processing new business
• Ensuring the appropriate software (iO) is continuously kept up to date
• Ensuring client-facing documents are accurate and appropriate for the client
• Obtaining information from third-party providers
• Speaking to clients on the phone and communicating via email
• Leverage your investment and pension knowledge to assist with client portfolios
• Be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
• Making sure the implementation of solutions is completed accurately and in good time
• Ensuring timely processing of transactions and static data updates

To succeed in this role you will

• Previous experience in an IFA environment
• Display enthusiasm, energy and positivity
• Proactively take responsibility for clients' needs
• Have a good knowledge financial services and products
• Pride yourself on your organisational skills
• Be willing to complete relevant industry qualifications
• Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint)
• Collaborate well with other teams

Why join us?

• 25 days of holiday + bank holidays
• Contributory pension scheme
• Employee Referral Scheme
• Hybrid and flexible work opportunities
• NHS Top Up scheme
• Wide range of retail discounts
• Regular social and charity events held in our office
• Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills
• Opportunity to be part of an employee-owned business which values employee involvement and commitment
• We are serious about our commitment to Net Zero
• Required professional membership fees paid for
• Opportunity to win quarterly CORE Awards
• Long service awards
• Our values are foundations of what and how we do things here

For more information please contact Graeme Hyland on or email

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