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Careers
at Cowgills

An exciting opportunity has arisen for an experienced IFA Support Administrator to join our Wealth Management team in Bolton.

The position is on a full-time, permanent basis. 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 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.

Skills required

  • Practical experience and knowledge of an IFA environment.
  • Experience of an office admin support role
  • 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.
  • A good working knowledge of IRESS Adviser Office.
  • Previous experience of the Standard Life, Aviva and Transact platforms.

Benefits

  • 37.5 hour working week, with non-contractual flexible working option.
  • Pension Scheme – Employer contribution 5% of salary provided Employee pays 3% (gross).
  • Death in Service cover – 3 times basic salary.
  • 22 days holidays + bank holidays.
  • Regular social events.
  • Structured personal development.
  • Free on-site parking.

To apply for this position, send a copy of your CV and covering letter to Jill Timperley, email jill.timperley@cowgills.co.uk by the 26th February 2021.

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Reference Number:

Wealth / 003

Closing Date:

31 March 2021