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Permanent

IFA Administrator

St. Helens
money-bag 27500.00-27500.00 Annual
3159696203
Posted Today

Eventus Recruitment are seeking a New Business IFA Administrator to join the client support team of an independent, whole of market financial planning firm in St Helens, Merseyside. This is a full-time, permanent job paying up to £29,000 depending on experience, with a 5% employer pension, 26 days'' holiday plus bank holidays rising to 30 with service, a profit-share bonus and fully funded CII study support. The job is office-based in St Helens, Merseyside, working Monday to Friday with flexible start and finish times. The team is growing from 18 people towards around 30 over three years, so for an administrator who wants a technical desk and a proven route into paraplanning, this one is worth a look.Role ResponsibilitiesThe New Business IFA Administrator runs every case from the adviser''s recommendation through to the money being invested and the plan going live. The pipeline is yours, and the advisers rely on you to know where every case sits and why. The desk is a busy one, so it suits an administrator who is organised and comfortable holding several cases at once.Key responsibilities include:Owning a live pipeline of cases from submission through to completionChasing providers and platforms until outstanding information arrives, escalating stalled casesPreparing and submitting new business applications across pensions, investments, ISAs, bonds and protectionProcessing pension and investment transfers, including Origo and manual routesChecking every application pack is ..... full job details .....

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