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Permanent

IFA Administrator

City
money-bag 10000-500000 Annual
3112364760
Posted Yesterday

IFA Administrator Belfast (BT9) McKinty Associates are working with well-respected Independent Financial Advice practice who have a requirement for an experienced IFA Administrator to join their growing team. This is an exciting opportunity for an experienced professional to work closely with the existing team supporting the Company Directors whilst gaining exposure to a wide range of topics including specialist financial planning matters and becoming a vital part of the financial planning process. The successful candidate will play a key role in supporting financial advisers, managing client documentation, and ensuring the smooth running of day-to-day administrative operations We are happy to consider candidates in the market for full or part-time Main duties will include: Provide administrative support to Financial Advisers. Handle client queries professionally via phone and email. Manage incoming correspondence and emails. Schedule client meetings and manage adviser diaries. Assist with client onboarding and fact-find documentation. Prepare client documentation for financial advice meetings (meeting packs and suitability report documentation) Liaise with product providers, platforms, and pension companies. Process new business applications for investments, pensions, and protection products. Track applications through to completion and follow up with providers where necessary. Maintain accurate client records and update internal systems ensuring documentation meets ..... full job details .....

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