Job Information

IFA Administrator – Manchester City Centre - £21,000 to £23,000 – Support towards industry relevant qualifications – Clear lines of progression

 

A Manchester City Centre based Financial Advisers are looking for an IFA Administrator to provide full administration support to their Financial Advisers.

 

When successful you will be expected to;

• To process new applications for business both in online and paper format
• Carry out all compliance administration associated with new business, this includes ensuring forms are completed and chasing information where necessary
• Set up files for new clients and record information
• Set up new clients on database and send out policy documents as and when required
• Process incoming and outgoing post daily; scan, logging and distributing to the relevant individual
• Handle any client correspondence and daily tasks regarding ongoing cases and queries from Financial Advisers
• Produce Illustrations
• Compile Letters of Authority, sending out to Insurers and collating policy information

 

To be successful you will need;

• Experience working within a Wealth Management or Financial Adviser support role previously

 

If you would like to know more please contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk

 

Or apply now.