IFA Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: IFA AdministratorLocation: Altrincham, CheshireSalary: £30,000 - £34,000 (Dependent on Experience)Benefits:25 days annual leave plus your birthday offCompany pension schemeLife assurancePerkbox employee benefits and discountsCompany social eventsOngoing learning and development opportunitiesHybrid working following successful completion of probationFlexible working hours (Monday to Friday)Supportive and collaborative working environmentAbout the Company:Our client is a well-established and highly respected financial planning practice, providing tailored financial advice to business owners, professionals and high-net-worth individuals. Due to continued growth, they are looking to recruit an experienced IFA Administrator to join their friendly and professional operations team.This is an excellent opportunity for an experienced IFA Administrator who enjoys working in a fast-paced financial planning environment and takes pride in delivering exceptional client service.Key Responsibilities:Manage the end-to-end processing of new investment, pension and protection business.Submit new business applications accurately through St. James''s Place electronic business systems.Monitor and progress applications from submission through to completion, ensuring cases move efficiently.Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays.Chase outstanding documentation, transfer ..... full job details .....