IFA Administrator

IFA Administrator - Manchester, North West England

Ref: 1579Monday 13 May 2024

£23,000 - £28,000

A dynamic and growing financial services firm committed to providing exceptional service to their clients are hiring in Manchester. As they continue to expand, the team are seeking a dedicated Administrative Assistant to join the team.

 

As an Administrative Assistant, you will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our office. Your responsibilities will include:

 

Preparing Documentation for Adviser Meetings

Maintenance of Records on Back-Office System

Tasking All Post Received

Processing New Business Applications

Corresponding with Both Insurers/Platforms and Clients

Ongoing Maintenance of Client Portfolios:

 

 

To be considered:

 

Maths and English GCSE Pass: Strong attention to detail and accuracy.

Proficiency in Microsoft Word, Excel, and Outlook: Ability to create and edit documents, spreadsheets, and emails.

Experience in Administration at a Financial Adviser: Familiarity with financial services processes.

Experience Using Intelligent Office (Desirable): While not essential, experience with this software would be advantageous.

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