Ifa Administrator - LiverpoolCompany:
Police Mutual Location:
The Police Mutual Group exists to improve the lives of the Police family, and we offer this to the Military and others who lay their lives on the line and those who support them.
Because we dont have to answer to shareholders, our members and our employees are always our first priority and that makes for a rewarding place to work. One team, providing positive results through practical solutions; were set to make the most of the fantastic foundations we have in place, with a strategy that will create some outstanding opportunities along the way.
We have a fantastic opportunity for an IFA Administrator to join Police Mutual, on a permanent basis, located at our Liverpool office.
Within this role you will provide a high quality administration and support service to the Independent Financial Advice team.
In this role you will
Provide an efficient and high quality administration support service to the Financial Planning team
Work closely with the IFA Team Manager to ensure the present and future needs of the business are met
Work closely with the Financial Planning team and Providers to collate information that facilitates the production of high quality client reports and recommendations
Complete all supporting documentation in an accurate and timely manner meeting agreed service levels/standards.
Effectively communicate with internal and external contacts
Assist in the production of Management Information as required.
Ensure that activities is undertaken in a compliant manner and that the principles of TCF are evident in all member interactions.
Assist in the implementation of TCF by ensuring respect for customers and employees occurs at all times, that the Society has fair and ethical business processes, and that people are empowered and motivated to deliver fairness
What we need from you
Business and workflow planning
Regulated financial services administration and adviser support experience
High Level of awareness of retail investments, pensions and protection products
Ability to deliver to agreed personal targets
Strong decision making to aid client experience
Experience and understanding of affinity relationships
In return, we provide full product training and a comprehensive induction programme, along with a competitive salary, 24 days holiday plus bank holidays and a fantastic Employee Benefits package including an excellent incentive scheme, life assurance, private healthcare PLUS flexible benefits to suit your lifestyle and discounts on financial products.
Apply now if you feel you have the relevant skills and experience to be successful in this role!
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