IFA ADMINISTATOR STOCKPORT PERMANENT UP TO £30k DOE FULL TIME 37.5 HOURS STARTS ASAP Our client is a well-established provider in their field who have become a trusted name to their clients. They are looking for a diligent and dynamic person who can join their Client Relationship team. Duties include: Understanding 3rd party providers platforms and processing times Process transfer, Top-ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and protection in an accurate and timely manner Managing your individual workload using personal diary system to ensure that all tasks are completed in a timely fashion. Investigating and handling any client queries Managing post relating to new business cases Dealing with queries over the phone and via email. Understanding the internal compliance procedures and the requirements of 3rd party providers Maintaining client records on back-office system Covering receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. The successful candidate will have worked previously in an IFA Admin role, be a confident communicator and the ability to manage own workload. Send your CV to Ellie or Charlotte at Forrest Recruitment Limited then give us a call on 01625 533844 for a confidential discussion. Please note that due to t...