Job Information

IFA Administrator Vacancy. Salary £30,000-£35,000.

A Chartered Independent Financial Advisers in Manchester are hoping to add another experienced IFA Administrator to an already experienced support team. The main purpose of the role is to support the Independent Financial Advisers and ensure their Ultra High Net Worth clients receive the best possible service.

Your tasks will include but not be limited to:

• Preparing and processing new pensions, investments and protections business through to completion
• ·        Processing high value transfers, switches and trades
• ·        Being a point of contact for initial enquires from Ultra High Net Worth Clients
• ·        Submitting letters of authority and obtaining relevant information from the provider, to be presented to the IFA in a presentable manner
• ·        Compiling review files, including obtaining illustrations from providers
• ·        Liaising with providers, clients, colleagues and IFA
• ·        Preparing policy summaries for clients, including valuations
• ·        Processing client withdrawals and income drawdowns
• ·        Reviewing platform investments, including maintaining cash balances and selling, buying or switching of assets
• ·        Dealing with client queries and on-going servicing
• ·        Maintaining client files

Further information including package:

• ·        Salary up to £35,000
• ·        28 days holiday, 3 to be taken over Christmas, 25 flexible days
• ·        Office based Monday to Friday, 8am-5pm (1 Hour lunch) 

Please call/text/whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.