Job Information

An Independent Financial Advisers in Manchester is seeking a new IFA Administrator. The purpose of the role is to work alongside the existing support team and provide direct support to the company’s Independent Financial Advisers.

Your tasks will include but not be limited to:

• ·        Preparing the meeting pack including gathering valuations and checking all regulatory paperwork on the file is valid and all in date
• ·        Processing the post meeting paperwork, updating Factfinds, scanning the documents and sending LOAs
• ·        Gathering information for the paraplanners from the providers in order for them to write their recommendation or review reports
• ·        Processing new business for investments, pensions, trust and protection cases
• ·        Monitoring the cash balances for the clients, performing rebalances, fund switches, Bed to ISAs and investing into Structured Products
• ·        Maintaining of the back office systems and management of day to day activities
• ·        Dealing with client queries both over the phone and email

More info

• ·        Full time, 9-5 with one hour lunch break
• ·        Possibility of working from home some days a week once the training is completed.
• ·        22 days holiday plus bank holiday
• ·        Employer Pension of up to 5% if matched by employee

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