IFA Administrator

Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material, if desired Free parkingRole:Due to ongoing growth, our client, an established Chartered Financial Planning firm based on the outskirts of Durham, is looking to recruit a new Administrator to add to the team and help them continue to provide the highest possible level of service, to new and existing clients. Think old fashioned standards, coupled with modern technology and efficiencies. This is a full-time, office-based role, with some flexibility with start/finish times. You''ll work with other members of the Administration and Financial Planning teams, ensuring that tasks are completed in an accurate and timely manner, following processes to ensure compliance at all times.Responsibilities:-Ensure completed applications are correct submit new businessMonitor applications and deal with providers through to completion and payment of feesDeal with follow on work such as investing monies, payment of pension benefits i.e. moving clients into drawdownAd-hoc withdrawals from pensions and investmentsUpdating and maintaining a back-office systemTo liaise and book appointments with existing and potential clients, maintaining a diary system for new business and annual reviewsTo issue ..... full job details .....