A vacancy has arisen for an experienced IFA Support Administrator to join our Wealth Management division in Bolton on a fixed term contact to cover Maternity. The successful candidate will support the advisers in the provision of financial planning advice to clients both private and corporate.

Key Responsibilities:

  • Data input of fact find information and documentation onto the back office system (IRESS)
  • Diarising events throughout the business cycle
  • Producing new business packs and preparation for client meetings
  • Producing client portfolio review information and presenting this with meeting packs
  • Ensuring that the back office systems records are fully updated to enable accurate management information and reporting
  • Liasing with providers and clients are required
  • Maintaining training objectives as agreed
  • Maintaining professional and ethical standards in accordance with regulatory principles for business

The Candidate:

  • Practical experience and knowledge of an IFA environment
  • Experience of an office admin support role
  • Motivated by working in a fast paced environment
  • Organised and able to prioritise
  • Educated to GCSE level or equivalent with grade C or above in Maths and English
  • Able to use software packages such as Excel/Word/Outlook
  • A good working knowledge of IRESS Adviser Office, is beneficial but not essential
  • Previous experience of the Standard Life and Aviva platforms, is beneficial but not essential
  • Knowledge of Group Pensions Plans and Auto Enrolment, is beneficial but not essential

What we offer:

  • Flexible working
  • Pension scheme
  • Death in service cover
  • 22 days holiday plus bank holidays
  • Regular social events
  • Structured personal development
  • Free onsite parking

Please submit your CV outlining how you meet these requirements to anouska.hughes@cowgills.co.uk