IFA Administrator

  • Job Reference: 455
  • Date Posted: 4 May 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Macclesfield, Cheshire
  • Salary: £18,000 to £23,000
  • Sector: Administration, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

IRC is recruiting for an experienced IFA Administrator on behalf of our client, a successful and well established financial advisory practice based in Macclesfield.

You will be working in a small friendly team providing top quality administration support to the IFA's and their clients. You will be liaising with clients, providers and colleagues on a daily basis so a high standard of communication skills at all levels, both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.
Key elements
·Dealing with client or provider queries promptly via telephone and email
·Producing client review packs are completed in a timely manner
·Distribution of letters of authority and collating policy information from providers
·Maintaining strict confidentiality and adhering to FCA regulations and internal policy and procedure at all times is paramount.
About you
You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a busy role.
We are seeking an experienced Financial Administrator who has knowledge and experience gained within the financial sector and who is able to hit the ground running. With at least 1 year of previous experience in an IFA environment.
The working hours are 37.5 per week, Monday to Friday (9am to 5pm, with a 60-minute lunch break). A competitive salary is offered, dependant on experience, and benefits include: employer pension contribution and support for professional qualifications.
Tags - IFA Administrator, Financial Planning Administrator, Client Review, Chasing Providers, LOA