IFA Administrator

Service Care; Altrincham; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Base salary £26,000

25 days holiday + Banks

Death in Service

Free Parking

Pension

Job summary

Service Care is recruiting an IFA Administrator for their Altrincham team. You will provide pre- and post-sales support to financial advisors and ensure timely updates to all documentation.

The role requires strong administration background, excellent Microsoft Office skills, and high attention to detail. Benefits include pension, free parking, and generous holiday allowance.

Qualifications

• Prior administration experience with a keen interest in Financial Advisory.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.

Responsibilities

• General admin duties including scanning and post handling.
• Preparing letters and client correspondence.
• Obtaining policy information and data for client meetings.
• Preparing review letters, advice reports and calculations for approval.
• Maintaining client data on CRM and Excel MI reporting.
• Submitting and maintaining client file documents per compliance.

Skills

Administration experience

Attention to detail

Communication skills

Tools

Microsoft Office

Intelligent Office

Excel

Job description

Job Title: IFA Administrator

Location: Altrincham

Salary: £26,000

Service Care are delighted to be working with a long standing client of ours as they look to recruit an IFA Administrator to join their team in Altrincham.

They are looking for someone with a strong administration background with a keen interest in financial advisory.

You will be supporting the team and providing pre and post-sales support to the financial advisors, making sure that all documentation is updated within a timely manner.

What you will be doing:

• General admin duties as required, scanning post, dealing with outgoing post, ad hoc client projects
• Preparing letter and correspondence emails to clients
• Obtaining accurate policy information, including valuations and preparation of data for client meetings
• Preparing simple review letters, advice reports & calculations for approval by the Financial Adviser and preparation of accompanying documentation as required.
• Recording, updating & maintaining client data accurately on client management systems including Intelligent Office and Excel MI reporting.
• Submitting and maintaining all client file documents in accordance with compliance requirements, identifying and correcting remedial actions
• Managing provider application process from submission to completion, maintaining communication with all parties
• Complete any general tasks as requested by line manager and follow through to completion dealing with any queries that arise

What you will have:

• Prior administration experience with a keen interest in Financial Advisory
• Strong Microsoft Office skills
• Excellent written and verbal communication skills
• High attention to detail

In return you will receive:

• Base salary of £26,000
• 25 days holiday + Banks
• Death in Service
• Free Parking
• Pension

*please note – sponsorship is not available for this role*