IFA Administrator

Benefits: • Hours: 35 with hybrid working available • Holidays: 26 days annual leave, plus stats • Contributory pension scheme • Private Healthcare • Life assurance • Health insurance • Charity volunteer days • Cycle to work scheme • Career development, if desired Role: A global wealth management business, with offices throughout the UK, have an opening for a competent IFA Administrator, to work on a full-time basis. Hybrid working is available and you’ll be based out of modern offices near Middlesbrough, with free parking. This is a superb opportunity where you’ll work with a great team of talented individuals, who are passionate about Financial Services. Responsibilities will include: • Act as a point of contact for the client in the Adviser’s absence and deal with client queries • Meet and greet clients • Book all client meetings, including annual review meetings • Prepare meeting packs • Process new and existing business for pensions, investments and protection • Liaise with and submit all forms and letters of instruction to product providers • Process fund switches online or via postal applications • Update and maintain back-office system, XPlan • Maintain an up-to-date knowledge of company policies and procedures • Qualifications: • Not essential Candidate Requirements: • Must have previously supported a Financial Adviser and possess knowledge of pensions, investments and protection products • Have experience of processing both new and existing client business • Able to deliver accurate work, consistently • Must possess excellent communication skills, both written and verbal • Excel at delivering a client-centric service • Competent IT skills (XPLAN experience would be advantageous)