IFA Administrator

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