Featured
Easy Apply

IFA Administrator

Posted 2 days ago by Ortus PSR
Be one of the first ten applicants
Salary icon £22,000 - £26,000 per annum
Location icon Stockport , Cheshire

Register and upload your CV to apply with just one click


Are you passionate about helping people? A leading IFA firm is looking to take on professionals who have experience in the Financial Services industry in their Administration team.

Your role will be to assist Financial Advisers in ensuring a seamless client experience. Join this forward-thinking company as a Financial Adviser Support Specialist and make a significant impact on our client's financial journeys.

The basic salary range for an IFA Administrator is £22,000 - £26,000 and the package includes hybrid working 3 days in the office and 2 from home.

Benefits include: Death in Service (DIS)4 x Salary, Private Medical, Pension 5% Employee / 5% employer (10% total required), Holiday Entitlement 25 days plus Bank holiday rising in line with tenure, Christmas Holiday Office close over Christmas gifted to employees Holiday and Exams paid for to complete CII

Join a team that values collaboration, innovation, and personal growth.  The team encourages continuous learning and offer opportunities to pursue professional qualifications to enhance your career. Work with state-of-the-art tools and software, including Intelligent Office, to streamline processes and maximise efficiency.

Responsibilities:

Provide pre and post-sales assistance to our Financial Advisers, ensuring smooth operations and effective client interactions.

Support your fellow Administrators by covering their duties during their absence, fostering a cooperative work environment.

Telephone, and electronic inquiries from IFAs, colleagues, clients, and providers promptly and professionally.

Provide clients with timely and accurate information, while obtaining necessary new business and policy details from clients.

Prepare new business applications following established procedures and compliance guidelines, obtaining necessary forms and illustrations from Platforms & Providers.

To be considered

Dedication to delivering exceptional service and prioritising client satisfaction.

Strong organisational abilities and self-motivation to effectively manage multiple tasks and deadlines.

Good understanding of the financial industry, its products, and regulations to support Advisers effectively.

Experience of working in the Financial Services Industry is essential

Reference: 51534345

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job