IFA Administrator

Eventus Recruitment are seeking a Client ServicesIFA Administrator to join a growing independent financial planning firm in Manchester, Greater Manchester. This is a full-time, permanent job, Monday to Friday, paying upto £28,000, with hybrid working of one day a week from home and flexible start and finish times. Your CII exams are funded from day one, including the Diploma, alongside a 6.5% employer pension and 27 days holiday plus bank holidays. Based in the city centre of Manchester, Greater Manchester, it is an ideal first IFA Administrator job for someone who wants a lasting career in financial services. Role Responsibilities The Client Services IFA Administrator joins one of the firm''s small client services teams, each led by its own Team Manager, and looks after the advisers'' clients from their annual review through to their day-to-day questions. The work is varied from the first week, covering private clients as well as the pension and protection schemes the firm runs for employers. As your knowledge grows, so does the job, and the firm moves administrators into more technical work as they are ready for it. Key responsibilities include: Taking ownership of client calls and resolving queries directly wherever advice is not needed Preparing and issuing annual review packs, including valuations, performance and charges information Completing quarterly managed portfolio rebalances and the follow-up checks Issuing risk questionnaires and fact finds, updating the ..... full job details .....