IFA Administrator

  • Location

    Chester, Cheshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £22000 - £26000 per annum + Benefits + Bonus

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1102_1582104323

  • Published:

    10 months ago

  • Expiry date:

    2020-03-20

  • Consultant:

    #

IFA Administrator - Chartered Financial Planners - Chester - Competitive basic salary plus benefits - Full time, Permanent

MB Fitzgerald are currently working with a leading firm of Chartered Financial Planners in Chester who are looking to recruit an experienced IFA Administrator. The company can offer a competitive basic salary, full exam support as well as a genuine opportunity of progression within the business.

Key Responsibilities include:

  • New business processing (investments, pensions, mortgages & life).
  • Valuations.
  • Client servicing, e.g. switches, rebalance, withdrawals etc.
  • Providing quotes using exchange and platforms.
  • Dealing with policy enquiries.
  • Telephone and reception duties.
  • General Admin support including handling post and typing.

Skills & Experience required:

  • Previous experience working within an IFA practice.
  • Organised & methodical with excellent attention to detail.
  • Ability to prioritise and meet targets and deadlines.
  • Effective communication skills.
  • Strong IT skills, specifically in MS Office - Word, Excel and Outlook.

Also experience of IRESS (1st Avelo) back office system would be an advantage, together with experience of some, or all, of the following platforms:

  • Exchange
  • O&M
  • Financial Express
  • Trigold
  • Standard Life
  • Aviva
  • Cofunds
  • Zurich
  • Aegon