IFA Administrator

  • Location

    Sale, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £22000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2525_1595264737

  • Published:

    3 months ago

  • Expiry date:

    2020-08-19

  • Consultant:

    #

IFA Administrator - Sale - £22K plus Bonus and Benefits - Progression Available

MB Fitzgerald Recruitment are currently working on a new vacancy in Sale, Greater Manchester, for an IFA Administrator to join a leading provider of technical financial advice advice. The business have a team of highly qualified, Pension specialist financial advisers and are one of the fastest growing financial services businesses in the North-West.

They have a new vacancy for an IFA Administrator to join them on a permanent basis. The role will be to support their Financial Advisers and offers plenty of opportunity for progression and professional development.

The role will involve:

  • Taking incoming calls and managing the central mailboxes
  • Checking incoming case submissions for missing information
  • Liaise with IFAs and Schemes to obtain missing information
  • Preparing invoices for new cases
  • Providing weekly management information and maintaining the database
  • Allocating cases and co-ordinating workflow for the Paraplanners and Pension Transfer Specialists
  • Maintaining client files in line with company guidelines
  • Sending LOAs
  • Processing transfer applications, obtaining valuations and fee reconciliation
  • Proof reading and sending Suitability Report to clients

You'll be an experienced Administrator with recent Financial Services experience. The perfect candidate will also have:

  • Experience in, and knowledge of, Defined Benefit Pensions
  • Knowledge of back office systems (Intelligent Office)
  • Excellent attention to detail
  • Competent with the use of Microsoft Excel and Microsoft Word
  • Ability to build relationships, both internally and externally
  • Excellent communication skills


Salary on this one is around £22K plus benefits and discretionary bonus.