IFA Administrator

IFA Administrator - Stoke-On-Trent, West Midlands

Ref: 1481Friday 26 January 2024

£28,000 - £30,000

As a Pension & Investment Administration Administrator, you will play a key role in overseeing day-to-day client administration. Your responsibilities include efficiently handling pension schemes, maintaining high standards of work, and resolving complex issues. You'll collaborate with clients, internal departments, and third-party companies, ensuring accurate record-keeping and timely responses to queries.

 

The salary range for this role as an IFA Administrator is £28,000 - £30,000

 

Key responsibilities in the role:

  • Process Pension schemes, including transfers, surrenders, retirements, annuities, and investment business, with a focus on SIPP experience.
  • Develop positive communication and working relationships with clients and internal departments.

 

What You'll Gain:

  • Exposure to diverse financial services tasks and challenges.
  • Opportunities for professional development, including relevant training and seminars.
  • A positive and collaborative working environment.
  • Competitive compensation and benefits.
  • Contribution to corporate development and prosperity.

Requirements:

  • Willingness to learn and undertake necessary study.
  • Ability to manage workload independently and within a small team.
  • Prior experience in the Financial Services Industry.
  • Strong communication and organizational skills.
  • Familiarity with pension administration and regulatory obligations.
Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.