IFA Administrator

Forrest Recruitment; Cheadle; On-site; GBP 24,000 - 30,000; Full time

Job summary

A well-established provider is seeking a diligent individual to join their Client Relationship team. The role involves managing client queries, processing transactions, and maintaining records. Ideal candidates will have prior experience in an IFA Admin role and be adept at managing workloads effectively.

Qualifications

• Experience in IFA Admin role required.
• Confident communicator with strong workload management.

Responsibilities

• Process transfers, contributions, and client queries in a timely manner.
• Maintain client records and cover receptionist duties.

Skills

Communication

Time Management

Education

Previous experience in IFA Admin role

Job description

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Our client is a well-established provider in their field who have become a trusted name to their clients. They are looking for a diligent and dynamic person who can join their Client Relationship team.

Duties include:

• Understanding 3rd party providers platforms and processing times
• Process transfer, Top-up’s, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and protection in an accurate and timely manner
• Managing your individual workload using personal diary system to ensure that all tasks are completed in a timely fashion.
• Investigating and handling any client queries
• Managing post relating to new business cases
• Dealing with queries over the phone and via email.
• Understanding the internal compliance procedures and the requirements of 3rd party providers
• Maintaining client records on back-office system
• Covering receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.

The successful candidate will have worked previously in an IFA Admin role, be a confident communicator and the ability to manage own workload.

Send your CV to Ellie or Charlotte at Forrest Recruitment Limited then give us a call on 01625 533844 for a confidential discussion.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.