Job Information

 Senior IFA Administrator Vacancy. Wigan. Salary £25,000-£27,000. With an opportunities to progress/further your career.

 

An Independent Financial Advisers in Wigan are seeking a Senior IFA Administrator. The purpose of the role is to work alongside and support the existing support team of 3 Administrators, provide full support to the Advisers in respect of all client servicing and business processing tasks, and ensure the client receives the best possible service.

 

Your tasks will include but not be limited to:

• •                 Being first point of contact for all clients.
• •                 Providing an excellent level of administrative support to the IFAs
• •                 Dealing with client/provider queries over the phone and via email
• •                 Issuing and chasing client Letters of Authority to providers and collating once received
• •                 Processing and monitoring new investments and pensions business using a variety of 3rd party provider platforms
• •                 Producing valuations of a client’s portfolios
• •                 Processing fees and commissions
• •                 Maintaining client records on Adviser Office, ensuring valuations are scheduled, assisting clients with PFP etc

 

Benefits and details

 

• ·        25 days holiday plus bank holidays
• ·        Flexible benefits including buying/selling holidays, health cash plans, dental plan, PMI
• ·        5% employer pension contribution
• ·        Office based
• ·        Monday to Friday, 9am to 5pm with 1 hour for lunch

 

 

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