IFA Administrator
16 days ago
Middlesbrough
Benefits: • Hours: 35 with hybrid working available, • Holidays: 26 days annual leave, plus stats, • Contributory pension scheme, • Private Healthcare, • Life assurance, • Health insurance, • Charity volunteer days, • Cycle to work scheme, • Career development, if desired Role: A global wealth management business, with offices throughout the UK, have an opening for a competent IFA Administrator, to work on a full-time basis. Hybrid working is available and you’ll be based out of modern offices near Middlesbrough, with free parking. This is a superb opportunity where you’ll work with a great team of talented individuals, who are passionate about Financial Services. Responsibilities will include: • Act as a point of contact for the client in the Adviser’s absence and deal with client queries, • Meet and greet clients, • Book all client meetings, including annual review meetings, • Prepare meeting packs, • Process new and existing business for pensions, investments and protection, • Liaise with and submit all forms and letters of instruction to product providers, • Process fund switches online or via postal applications, • Update and maintain back-office system, XPlan, • Maintain an up-to-date knowledge of company policies and procedures Qualifications: • Not essential Candidate Requirements: • Must have previously supported a Financial Adviser and possess knowledge of pensions, investments and protection products, • Have experience of processing both new and existing client business, • Able to deliver accurate work, consistently, • Must possess excellent communication skills, both written and verbal, • Excel at delivering a client-centric service, • Competent IT skills (XPLAN experience would be advantageous)