IFA Administrator (MGP Investment Management Ltd)

Castlefield, Manchester

MGP Investment Management Ltd

Job Description

Based in Manchester’s Castlefield, MGP Investment Management Ltd is a leading privately owned financial planning and investment consultancy firm. Our firm has a long standing client base built up over 30 years. We believe in providing exceptional service to our existing clients.


We have an interesting opportunity available for an IFA Administrator to join our friendly, client-focused team. The right candidate will have a minimum 2 years’ experience in an IFA setting and have excellent working knowledge of a full range of Financial Products.


Role


We are looking for someone with experience and initiative, to work with our Advisers to maintain a portfolio of high net worth clients. This will entail, liaising with policy providers, processing new business applications and tracking to completion, inputting transaction details in order to maintain our back-office system, and preparing client valuations.


Job Requirements


  • Liaise with product providers regarding policy details, dealing with any existing policy queries (experience of platforms such as Aegon, Transact and AJ Bell is an advantage)

  • Compile supporting paperwork for the suitability reports

  • Prepare letters to clients to issue policy documents, general updates and requesting information.

  • Ensure new business applications are processed and tracked to completion and recorded appropriately

  • Produce client valuations

  • Dealing with alterations to existing plans, including fund switches online, changes to withdrawals, changes to death benefits nominations, online instructions for purchases/sales

  • Liaising with clients to resolve any administration queries they or we may have

  • Running diary system to ensure return of documents and work completed

  • Running review system to ensure client reviews are managed

  • Assist in general office administration, scanning and savings documents to record storage

  • Maintain client information on our back-office system


Vacancy type


Full time (9am until 5pm Monday to Friday)



Contract term


Permanent


Salary


Competitive salary range depending on experience and qualifications. We are always happy to pay a top salary for a top candidate!


Number of vacancies


One


How to apply


If you feel you are right for this role, we would love to hear from you. Please email a copy of your CV to Natasha@mgp-investments.com.