Ifa Administrator

Forrest Recruitment Ltd.; Alderley Edge; Hybrid; GBP 30,000 - 31,000; Full time

Benefits offered by this job

Hybrid working after probation

Flexible working hours

Contributory pension scheme

Income protection

25 days holiday + bank holidays (incr.

Free parking on site

4x Salary Life assurance

Modern office facilities

Job summary

Forrest Recruitment Ltd. is seeking a Client Relations Administrator for a well-established financial planning organisation in Alderley Edge. You will be part of a team of 10, handling transfers, pensions and investments with accuracy and timeliness.

The role offers hybrid working after probation, flexible hours, and a range of benefits. Excellent attention to detail and strong organisational skills are essential.

Qualifications

• At least 1 year experience in an IFA practice/provider.
• Understanding of pension and investment products.
• Excellent telephone manner and attention to detail.
• Strong organisational skills with ability to multitask.

Responsibilities

• Process transfers, top ups, withdrawals, income, contributions, fund switches, BED and ISA and protection.
• Use 3rd party platforms and understand their processing times.
• Manage your own workload using a personal diary system.
• Investigate and handle client or consultant queries.
• Manage post relating to new business cases.
• Deal with client and provider queries by phone and email.
• Follow compliance procedures of 3rd party providers.
• Keep client records updated on back office systems.
• Occasionally cover reception, greet visitors and answer calls.

Skills

Client relations

Administration

Telephone manner

Education

Experience in an IFA (IFA practice/provider)

Tools

IO platform

Job description

- Alderley Edge- £30 – £31K depending on experience + excellent benefits

Working for a well-established financial planning organisation who have won awards and have a fantastic reputation in their field.

• Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager
• Processing transfers, top ups, withdrawals, income, contributions, fund switches, BED and ISA and protection in an accurate and timely fashion through to completion
• Using 3rd party platforms and have an understanding of their processing times
• Managing your own individual workload using a personal diary system to ensure tasks are completed and on time
• Investigating and handling any client or Consultant queries
• Managing post relating to new business cases
• Dealing with client and provider queries by phone and email
• Following compliance procedures and requirements of 3rd party providers
• Keeping client records updated on the back office systems
• Occasionally covering the reception area when required, greeting visitors, managing the post and answering calls.

The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to detail, must be someone who has strong organisational skills with the ability to multi-task, experience of using IO would be very desirable.

The role pays a competitive salary along with a whole range of great benefits including hybrid working after a probationary period, flexible working hours, contributory group pension scheme, Income protection scheme, 25 days holiday + statutory bank holidays increasing with length of service up to 28 days, free parking on site, 4 X Salary Life assurance and modern office facilities.