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*
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IFA Administrator in Altrincham employer: Service Care
Service Care Solutions is an excellent employer for Multi Traders, offering a supportive work culture that prioritises employee growth and development. With a focus on responsive repairs in the community of Rugby, employees benefit from a company van, optional on-call payments, and comprehensive in-house training, ensuring they have the tools and skills needed to excel in their roles. Join a team that values professionalism and respect while providing meaningful service to local residents.
