Experienced IFA Support Administrator

A new opportunity has arisen for an experienced IFA Support Administrator to join our Wealth Management division in Bolton on a full-time, permanent basis.

Closing Date:

August 2022

At Cowgills we make your career development our priority. Whatever you think is possible for yourself is possible at Cowgills. We’re not your ordinary accountancy firm, far from it. While we’re one of the North West’s leading independent firms of Chartered Accountants and Business Advisors, we’ve never lost sight of the fact that we work with people, not just numbers.

Watch our Video - A day in the life

About the role

The successful candidate will support the advisers in the provision of financial planning advice to clients both private and corporate.

  • Data input of fact find information and documentation onto the back-office system (INTELLIFLO)
  • 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 system records are fully updated to enable accurate management information and reporting
  • Liaising with providers and clients as required
  • Maintaining training objectives as agreed
  • Maintaining professional and ethical standards in accordance with regulatory principles for business

Who we're looking for

  • Practical experience and knowledge of an admin support role within an IFA environment
  • Experience of processing complex cases, including pensions, investments and protection products
  • To be able to work on own initiative with great attention to detail
  • Strong interpersonal skills, drive & energy
  • 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 & English
  • Able to use software packages such as Excel/Word/Outlook

Beneficial:

  • A good working knowledge of Intelliflo
  • Previous experience of the Standard Life, Aviva and Transact platforms

What we'll offer you

  • People join Cowgills because of the positive and enjoyable culture that our people create, we can guarantee you’ll really love working here
  • Flexible working
  • Incredible development and career growth
  • Wide list of benefits including cycle to work and subsidised healthcare plan.
  • A highly competitive salary (details available on request)
Closing Date: August 2022