Job Description

Job description

My client is currently looking for an experienced IFA Administrator to join their team in Manchester.

The Role:

  • To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
  • To work closely with the aligned Financial Planners to deliver excellent client outcomes
  • To build relationships with clients and maintain regular contact
  • Maintain back-office systems and client records in line with the company policies
  • Request policy information from third party policy providers if applicable
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
  • Preparation of meeting packs and valuations (as required)
  • Assist investment managers in the preparation ...

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