Job Information

IFA Administrator. Manchester City Centre. Salary £26,000 to £28,000. 

An Independent Financial Advisers in Manchester is seeking a new IFA Administrator to join their business. When successful you will work alongside the existing support team and provide excellent support to the company’s Financial Advisers, and the best possible service to their clients.

Your day to day will include:

• ·        Compiling Letters of Authority, sending to Insurance Providers and collating policy information
• ·        Processing New Business Applications
• ·        Ensuring all new business submitted to the providers is fully completed and compliant
• ·        Updating the New Business Register and back-office system with new application information
• ·        Monitoring new business progress and chase outstanding documentation on behalf of the Financial Advisers
• ·        Checking accuracy of all Policy Documentation
• ·        Producing Portfolio Valuations and Summary Reports for review meetings
• ·        General client servicing, change of policy information

Benefits and details

• ·        Salary £26,000 to £28,000
• ·        35 hours per week
• ·        25 days holiday plus Bank Holidays.
• ·        Loyalty holidays with continued service.
• ·        1 x day Birthday holiday
• ·        Christmas Closure (need to retain 3 days from allowance)
• ·        Quarterly Bonus Scheme
• ·        Pension
• ·        Private Medical Insurance
• ·        Life Assurance
• ·        Fully funded company social events – summer and winter
• ·        Generous Study/Training Program
• ·        Personal Development Plan; 1:1 meetings and Annual Appraisal System
• ·        The company provides an excellent In-House training program for you to progress your career including a generous study scheme and Personal Development Plan

Please Call/Text/Whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.