Financial Administrator - Reed : Job Details

Location: Heaton Mersey

Salary: £28,000 - £31,000

We are seeking an experienced IFA Administrator with a minimum of 2 years’ experience in an IFA practice, to provide first-class customer service and administrative support. The role involves managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.

• Manage a bank of consultants and their clients, providing excellent customer service and administrative support
• Process transfers, top-ups, withdrawals, income, contributions, fund switches, Bed & ISA, and protection accurately and through to completion
• Understand third-party providers’ platforms and processing times
• Manage individual workload using a personal diary system on Client Management to ensure timely completion of tasks
• Investigate and handle any client/consultant queries
• Manage post relating to new business cases
• Handle client/provider queries over the phone and via email
• Maintain client records on the back-office system
• Cover receptionist duties, including managing post, phone calls, greeting clients, and dealing with third-party suppliers

• Minimum of 2 years’ experience working for an IFA practice
• Experience and understanding of pension and investment products
• Excellent interpersonal and communication skills
• Efficiency, accuracy, and attention to detail
• Self-motivated with the initiative to take on tasks
• Strong organisational skills with the ability to multitask
• Excellent telephone manner
• Experience with Intelligent Office (IO) would be desirable

• 26 holidays per year, plus an extra day for your birthday and additional days during the Christmas period
• Hybrid working model post-probation, with a 50/50 split between office and home
• Flexible working hours between 8am to 6pm, with core hours from 10am to 4pm
• 37.5-hour workweek
• Company Pension Scheme
• Access to Benefit Hub for discounts on products and tickets
• Group Life Scheme
• Performance-related bonus

Apply today and we will be in touch!