Job Description
Job Overview
My client is an Independent Financial Planning firm based in Bury, Gt Manchester.
We are seeking an IFA Administrator / Financial Planning Administrator / Technical Administrator to join the existing Administrative team. On a day‑to‑day basis, you would be responsible for supporting Financial Planners in their Administrative tasks, which will include direct contact with clients, 3rd parties and internal staff.
Responsibilities
- Providing full administrative support to a number of Financial Planners. Be the point of contact for company, client and third‑party queries when dealing with new and existing business.
- Assisting with preparation of engagement letters, change of agency letters, client agreements, and gathering essential documents like provider application forms and client policy valuations.
- Keeping all notes on the back‑office system up to date, enabling advisers and other team members to always be a...