Ifa Administrator

(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f; Chester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A Chartered Wealth Management practice in Chester seeks an experienced IFA Administrator. The role involves supporting Financial Planners and handling various administrative tasks, making it pivotal for team operations. A competitive salary package and various benefits are offered, aimed at individuals wishing to grow within this administrative sphere.

Benefits

Pension benefits

Holiday entitlement

CII funded exams

Qualifications

• 2 years experience within administration in an IFA/Wealth office.
• Knowledge of IFA administration is crucial.
• Comfortable with managing client queries and administrative tasks.

Responsibilities

• Support Financial Planners & Paraplanners with admin tasks.
• Handle new business administration and client suitability letters.
• Manage client queries and other aspects of financial services administration.

Skills

Organisational skills

Good IT skills

Tools

IO-Intelligent Office

Investment Platforms

Job description

Chartered Wealth Practice - IFA Administrator role

My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester.

You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity!

Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away!

Click and apply ASAP, as a short list is being drawn up for interview!