Hiring Now: IFA Admin Near You – Apply Today!

Your Next IFA Admin Job Starts Here – Apply Now!

IFA Admin

Job Posted: 8 hours ago

Salary: £ 28,000 - 33,000 / Annum
Job Type: Permanent
Location: SK8

Expire in: a month

Job Description

Client Relations Administrator Location: Heaton Mersey

 Department: Client Relationship Team
 Reporting to: Client Relationship Team Manager

 Overview We are seeking a highly organised and detail-oriented Client Relations Administrator to join our Client Relationship Team in Heaton Mersey. This role is integral to ensuring the smooth processing of client business and delivering excellent service to both clients and consultants.
 The ideal candidate will have prior experience within an IFA practice or financial services provider and a solid understanding of pensions and investment products.
 
 Key Responsibilities
  
Accurately process a range of financial transactions including:  
Transfers, top-ups, withdrawals, income payments, contributions 
Fund switches, Bed & ISA transactions, and protection business   
Manage cases through to completion, ensuring timely and accurate delivery 
Develop a strong understanding of third-party provider platforms and processing times 
Manage your workload effectively using the internal client management system and personal diary 
Investigate and resolve client and consultant queries efficiently 
Handle incoming and outgoing post related to new business cases 
Communicate with clients and providers via telephone and email in a professional manner 
Maintain accurate and up-to-date client records on the back-office system 
Ensure compliance with internal procedures and third-party provider requirements 
Provide reception cover when required, including handling calls, greeting clients, and liaising with suppliers  Skills & Experience  
Minimum 1 year’s experience within an IFA practice or financial services provider 
Understanding of pensions and investment products 
Strong interpersonal and communication skills 
Excellent attention to detail and accuracy 
Highly organised with the ability to multitask and prioritise effectively 
Self-motivated with a proactive approach to work 
Professional and confident telephone manner 
Experience with Intelligent Office (IO) is desirable  Salary & Benefits  
Competitive salary (dependent on experience) 
Hybrid working following probation (50% office / 50% home-based) 
Flexible working hours between 8:00am – 6:00pm (core hours: 10:00am – 4:00pm) 
34.5 hours per week  Benefits include:
  
5% employer / 5% employee pension contribution 
4x salary life assurance 
Group income protection (50% of reference salary) 
Health Cash Plan (Level 1) 
25 days annual leave + 8 bank holidays  
Increasing with service (up to 28+ days)    Next Steps If you are a motivated administrator with financial services experience looking to join a supportive and professional team, we would love to hear from you.
 Apply now or get in touch for more information

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring IFA Admin job near me in SK8! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!