IFA Administrator

IFA Administrator Location: Manchester Salary: £32,000 - £33,000 Job Type: Permanent, Full-Time Are you an experienced Financial Services Administrator looking for a role where you can take greater ownership of the client journey and work closely with Financial Advisers? We are supporting a growing wealth management business with the appointment of a Client and Adviser Support professional in Manchester. The role will see you provide end-to-end administrative support across pensions, investments and protection, working closely with advisers, clients, providers and paraplanners to ensure cases progress efficiently through the advice process. The Role Your responsibilities will include: Processing new business across pensions, investments and protection Issuing Letters of Authority and obtaining information from providers Liaising with clients, advisers and third-party providers Maintaining accurate client records and updating CRM systems Coordinating quotations and illustrations with internal teams Tracking cases against internal service levels Chasing outstanding business and progressing applications through to completion Liaising with paraplanners to ensure suitability reports are completed ahead of client meetings Providing ongoing support to advisers and their clients The Candidate You will ideally have: At least 2 years'' experience within an IFA, Wealth Management or Financial Planning environment Experience processing pensions and investment business A good ..... full job details .....