Job Description
SENIOR IFA ADMINISTRATOR
STOCKPORT CENTRAL
UP TO 28,500
HYBRID WORKING - 2 DAYS OFFICE & 3 DAYS HOME
An exciting opportunity is available for an experienced Financial Services Administrator to work for our client in Stockport. Providing direct support to a team of 3/4 IFA's, the successful candidate will be responsible for a busy and varied role consisting of; Complete all compliance administration associated with new business New business processing Issue policy documentation Producing quotations Produce client summaries Dealing with clients Use of Provider Platforms
To apply for the role candidates should offer experience working in a similar role and be very familiar with the IFA Admin process, along wih Provider Platforms and the use of a Back Office System.
Product knowledge of Pensions, Insurance, Investments and Protection is also beneficial, as is previous use of Intelligent Office.
Please quote Ref: NJR13393
