- 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.
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Ifa Administrator in Alderley Edge employer: Forrest Recruitment Ltd
Join a dynamic small office where your contributions as an Accounts/Office Administrator will be valued and recognised. We offer a supportive work culture that prioritises employee growth, providing opportunities to enhance your skills in Sage and Excel while enjoying the flexibility of part-time hours. Located in a friendly environment, our team fosters collaboration and encourages a healthy work-life balance, making it an excellent place for meaningful employment.
