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Astral Recruitment
,
Stockport, Greater Manchester
IFA Administrator - Wealth Management IFA, Financial Services
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Job Type: Full-time |
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Salary: £26,500 per annum |
Overview
Our client is a successful established IFA firm and currently looking for a Senior IFA Administrator to join their Stockport office To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; Key responsibilities To obtain illustrations, key features and application forms from Platforms & Providers as required. Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings. To post client documentation to the client or product providers as appropriate. To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office. Experience & core skills Experience in an IFA Administration role and knowledge of "intelligent Office" Salaries £26500 plus benefits for more details please contact Jason at Astral