Senior IFA Administrator
Stockport
£ 28000 - 32000/annum annual bonus, free parking, pension
Eventus Recruitment Cheshire are seeking a Senior IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Stockport. Reporting to the Practice Manager, you will be working closely with a team of Financial Planners. This is a great job opportunity to join a well-established firm that puts its customers at the heart of their business operations. You will benefit from 25 days holidays (plus bank holidays), study support, DIS (2 x salary), free parking and a very good pension plan.
Role Responsibilities
The incoming Financial Planning / IFA Administrator will have previous experience in a Financial Planning / IFA Administration role, supporting Financial Planners. Responsibilities within this IFA Administrator job include:
* Sending Letters of Authority
* Obtaining applications, illustrations etc
* Ensuring all required information needed to complete application forms and illustrations has been obtained.
* Check, maintain and implement ISA process.
* Processing of New Business
* Supporting paraplanners in research for Suitability Reports
* Preparing information/comparisons for analysis by the Financial Planners.
* Obtain information necessary to compile client recommendations
* Carrying out technical calculations as directed by the financial Planner
* Build strong relationships with clients by providing a friendly and professional point of contact, answering queries ...